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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

Last Modified

2025-02-07

Update Frequency

Aperiodically

Format

PDF

Overview

According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...

Spotlight Report

DRAM Monthly Datasheet Feb. 2025

2025/02/14

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Feb. 2025

2025/02/14

Semiconductors

EXCEL
DRAM Industry Analysis－4Q24

2024/12/06

Semiconductors

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

2024/12/24

Semiconductors

PDF
DRAM Contract Price Nov. 2024

2024/11/29

Semiconductors

PDF
DRAM Contract Price Dec. 2024

2024/12/31

Semiconductors

PDF

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