2023 shipments of AI server shipments will grow 38.4% y-o-y, says TrendForce, with a total of 1.2 million AI servers equipped with GPUs, FPGAs and ASICs shipped this year.

AI servers constitute nearly 9% of the total server shipments and are expected to be 15% of the market by 2026.

 

Between 2022 and 2026  AI server shipments are expected to grow at 22% CAGR.

AI chip shipments in 2023 are slated to increase by an impressive 46%.

 

NVIDIA’s GPUs currently dominate the AI server market with  60–70% market share.

In second place coms ASICs independently developed by CSPs with over 20% of the market.

HBM, a high-speed RAM interface deployed in advanced GPUs, is poised for a significant uptick in demand.

The forthcoming H100 GPU from NVIDIA, slated for release this year, is equipped with HBM3 technology.

 

As the need for cutting-edge GPUs—including NVIDIA’s A100 and H100, AMD’s MI200 and MI300, and Google’s proprietary TPU—continues to escalate, TrendForce forecasts a  58% YoY increase in HBM demand for 2023, with an estimated further boost of 30% expected in 2024