Lates News

According to the latest research from TrendForce, the demand for AI servers is driving the four major CSPs in North America to accelerate the development of their own ASIC chips, with upgraded versions expected to be released every 1-2 years on average. The Chinese AI server market is expected to see a decrease in the proportion of chips purchased from companies such as NVIDIA and AMD, from approximately 63% in 2024 to around 42% in 2025. Meanwhile, domestic chip suppliers in China, supported by the government's AI chip policy, are expected to increase their market share to around 40% by 2025, nearly equal to the proportion of purchased chips from foreign companies.