Research Reports

Research Reports

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

Last Modified

2024-09-05

Update Frequency

Aperiodically

Format

PDF

Overview

Global AI Servers Market Forecast
Outlook of the Leading CSPs’ AI Servers Infra and self-developed ASICs
Global Footprint of CSPs’ Data Centers
Dynamics of Key Supply Chain Players of CSPs’ ASIC
Key Takeaways

Spotlight Report

DRAM Monthly Datasheet Sep. 2024

2024/09/13

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Sep. 2024

2024/09/13

Semiconductors

EXCEL
Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

Semiconductors

PDF
DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

2024/07/12

Semiconductors

PDF
DRAM Contract Price Jul. 2024

2024/07/31

Semiconductors

PDF
DRAM Industry Analysis－3Q24

2024/08/30

Semiconductors

PDF

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The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

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AI Server/HBM/Server

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NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

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Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

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NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

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Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

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2025 AI Server and HBM Market Dynamics and Forecast

2024/07/31

AI Server/HBM/Server

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AI Server Package

Research Directory

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Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

USD $40,000

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

Overview

Spotlight Report

DRAM Monthly Datasheet Sep. 2024

NAND Flash Monthly Datasheet Sep. 2024

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

DRAM Contract Price Jul. 2024

DRAM Industry Analysis－3Q24

AI Server PackageRelated Reports

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

2025 AI Server and HBM Market Dynamics and Forecast

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Sep. 2024

NAND Flash Monthly Datasheet Sep. 2024

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

DRAM Contract Price Jul. 2024

DRAM Industry Analysis－3Q24

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