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TrendForce’s latest investigations reveal that global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs. However, multiple factors, including US chip restrictions, the DeepSeek effect, and supply chain readiness for GB200/GB300 racks, could impact AI server shipments in 2025. TrendForce has outlined the following three scenarios based on these uncertainties.
While DeepSeek has successfully reduced AI training costs, the broader cost reduction of AI models is expected to expand application scenarios and drive an increase in global data center deployments. Optical transceivers, as a key component in data center interconnectivity, are set to benefit from the growing demand for high-speed data transmission. AI servers rely heavily on optical transceivers to convert electrical signals into optical signals, transmit them via optical fiber, and then convert received optical signals back into electrical signals.
TrendForce’s latest research highlights that semi-solid state batteries—an emerging battery technology combining the advantages of traditional liquid electrolyte batteries and solid-state batteries—entered trial production before 2020. However, high production costs and limited technological maturity have led the adoption rate of semi-solid state batteries in EVs to fall below initial market expectations.
TrendForce’s latest investigations have revealed that the recent release of DeepSeek-V3 and DeepSeek-R1 underscores an industry-wide shift toward more cost-effective AI infrastructure. This development is expected to prompt end users to conduct more rigorous evaluations of AI infrastructure investments, focusing on adopting more efficient software computing models to reduce reliance on hardware such as GPUs. CSPs are also likely to expand the adoption of in-house ASIC infrastructure to lower deployment costs. Consequently, actual demand for GPU-based AI chips and semiconductors could see notable changes from 2025 onward.
TrendForce’s latest research report highlights that the NAND Flash industry will continue to face dual pressure from weak demand and oversupply in 2025. In response, manufacturers including Micron, Kioxia/SanDisk, Samsung, and SK hynix/Solidigm have similar plans to cut production—a move that could accelerate industry consolidation in the long term.