TrendForce consulting: it is expected that by 2025, Chinese domestic chip suppliers will account for 40% of the AI server market in China.

According to the financial news app, Zhtng Cijng, based on 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 (Application-Specific Integrated Circuit) chips, with upgraded versions expected to be released in an average of 1-2 years. In the Chinese AI server market, it is expected that the proportion of purchasing chips from overseas suppliers such as NVIDIA and AMD will decrease from around 63% in 2024 to around 42% in 2025. Meanwhile, domestic chip suppliers in China, such as Huawei, are expected to increase their market share to around 40% in 2025, almost equal to the proportion of purchased chips from overseas.