美国收紧晶片监管：AI伺服器未来展望

本报告全面分析了全球AI伺服器市场的竞争格局，预测了2024年的趋势，并讨论了驱动未来趋势的主要因素。此外，我们也详细分析了中国AI伺服器产业为克服先进AI晶片限製而采取的策略，特别关注GPU、ASIC和HBM晶片的发展。

目录

第一章 培育新趋势：AI伺服器市场规模进一步扩大

第二章 AI伺服器晶片竞争格局

• （一）中国晶片自给率提升
• （2） AMD和Intel旨在扩大中国市场机会
• （3）高效率、高速伺服器的需求正在推动HBM市场的成长

第三章 TRI的观点

• （1）由于终端用户对AI的深入使用，AI伺服器市场正在扩大。
• （二）美国AI晶片出口法规对中国伺服器厂商的影响

This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves into the strategies adopted by China's AI server industry to navigate the constraints on advanced AI chips, with a specific focus on developments in GPU, ASIC, and HBM chips.

Table of Contents

1. Brewing New Trends: AI Server Market Set for Another Expansion

2. The Competitive Landscape of AI Servers and Chips

• (1) China's Chip Self-Supply on the Rise

• (2) AMD and Intel Set to Expand Opportunities in the Chinese Market

• (3) High-Efficiency, High-Speed Server Demand Propel HBM Market Growth

3. TRI's View

• (1) AI Server Market to Flourish with Deepening of End-User AI Applications

• (2) Impact of US AI Chip Export Controls on Chinese Server Manufacturers