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[Selected Topics] CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Last Modified

2025-03-03

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Aperiodically

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PDF

Overview

TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI servers, both North American and Chinese CSPs are accelerating in-house ASIC development to improve performance, reduce costs, and lessen reliance on external suppliers. ASIC AI servers are projected to reach a 29% market share by 2028, with a market value of US$41 billion.

＜Total Pages：8＞

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