TrendForce: By 2025, the market share of purchasing domestic chips in the Chinese AI server market will increase to 40%.

According to TrendForce's latest research, the demand for AI servers is driving the four major CSPs in North America to accelerate the development of their own ASIC chips, with upgrades expected to be released every 1-2 years on average. In the Chinese AI server market, it is expected that the proportion of purchased chips from companies such as NVIDIA and AMD will decrease from around 63% in 2024 to around 42% in 2025, while Chinese domestic chip suppliers are expected to increase their market share to around 40% in 2025, almost equaling the proportion of purchased chips.