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[Selected Topics] U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Last Modified

2023-10-24

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Overview

Summary
This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves into the strategies adopted by China’s AI server industry to navigate the constraints on advanced AI chips, with a specific focus on developments in GPU, ASIC, and HBM chips.

Table of Contents
1. Brewing New Trends: AI Server Market Set for Another Expansion

2. The Competitive Landscape of AI Servers and Chips
(1) China’s Chip Self-Supply on the Rise
(2) AMD and Intel Set to Expand Opportunities in the Chinese Market
(3) High-Efficiency, High-Speed Server Demand Propel HBM Market Growth

3. TRI’s View
(1) AI Server Market to Flourish with Deepening of End-User AI Applications
(2) Impact of US AI Chip Export Controls on Chinese Server Manufacturers

＜Total Pages：10＞

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[Selected Topics] U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Overview

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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

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Research Reports

USD $200

[Selected Topics] U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

Selected TopicsRelated Reports

[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

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[Selected Topics] As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

[Selected Topics] 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

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

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

[Selected Topics] Near-Eye Display: Market Trends and Display Technology Development Analysis

[Selected Topics] Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

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