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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] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

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Selected TopicsRelated Reports

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

[Selected Topics] Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

[Selected Topics] Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

[Selected Topics] Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

[Selected Topics] DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

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USD $200

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[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

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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] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

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

[Selected Topics] Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

[Selected Topics] Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

[Selected Topics] Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

[Selected Topics] DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

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