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

Last Modified

2025-01-28

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Overview

TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reassess their AI infrastructure investments. While CSP capital expenditures will remain high in 2025, investments in in-house ASICs will increase to reduce costs and reliance on NVIDIA GPUs. US export controls will further accelerate the development of indigenous chips and algorithms in China's AI sector. In the long term, DeepSeek's emergence may lead to a downward revision in AI GPU demand and shift AI development towards efficiency-focused strategies.

＜Total Pages：8＞

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

Overview

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USD $199

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

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

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

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

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Research Reports

USD $199

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

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

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

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

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

Selected TopicsRelated Reports

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[Selected Topics] US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

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

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

[Selected Topics] 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

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Download Report

USD $199

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

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

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

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

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