[TrendForce: China's AI Server Market to Increase Share of Locally Sourced Chips to 40% by 2025]
According to the latest research by TrendForce, the demand for AI servers is driving the four major CSPs in North America to accelerate their in-house development of ASIC chips, with upgraded versions being launched every 1-2 years on average. In China's AI server market, the proportion of externally purchased chips from NVIDIA, AMD, and others is expected to decrease from approximately 63% in 2024 to around 42% in 2025. Meanwhile, supported by national policies for domestic AI chips, China's local chip suppliers are anticipated to increase their market share to 40% by 2025, nearly matching the proportion of externally purchased chips.