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2H23 Dynamics of AI Server Market Forecast

Last Modified

2023-08-04

Update Frequency

Aperiodically

Format

PDF

Overview

1. Dynamics of AI Server Market 2. HBM Market Outlook 3. Key Takeaways

Spotlight Report

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2025/02/14

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2024/12/06

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Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

2024/12/24

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DRAM Contract Price Nov. 2024

2024/11/29

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DRAM Contract Price Dec. 2024

2024/12/31

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AI Server PackageRelated Reports

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

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DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

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2025/01/24

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NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

2025/01/15

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CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

2025/01/07

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AI Server Industry Analysis－4Q24

2024/12/31

AI Server/HBM/Server

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