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[Selected Topics] YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI
Last Modified
2025-02-26
Update Frequency
Aperiodically
Format
Overview
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing orders for general-purpose servers, while Chinese CSPs are actively procuring AI servers. As a result, server ODM's motherboard SMT line utilization rates have risen significantly. The development of technologies like DeepSeek will further drive the growth of the AI server market.
＜Total Pages：6＞
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Spotlight Report
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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan
2025/02/20
Selected Topics
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[Selected Topics] NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network
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