Summary

The global data center chip market is expected to grow from USD 206.96 billion in 2025 to USD 390.65 billion by 2030, growing at a CAGR of 13.5% from 2025 to 2030.

The expansion of data center capacity is one of the primary drivers of growth in the data center chip market. With the growing demand for more digital services, organizations handle more significant volumes of data and are adopting emerging technologies, increasing the demand for data center capacity. This expansion comes from the proliferation of data-intensive applications, the birth of cloud computing, the rise in the number of IoT devices, and the trend of increased data-based decisions.

Generative AI in the Application segment to grow with the highest CAGR during the forecast period
The data center chip market is expected to experience a high growth rate in the Generative AI segment due to the rapid adoption of generative models such as GPT-4, DALL-E and Stable Diffusion across industries. In real-time, these models require massive computational power to generate high-quality content, such as text, images, and videos. The deployment of Generative AI for applications such as content creation, drug discovery, and design automation increases the demand for high-performance data center chips in various organizations. Companies like NVIDIA and AMD continue developing specific GPUs with highly improved tensor cores optimized to suit the parallel processing demands that the generative model requires. The growth in the market for custom AI accelerators, specially designed to fit generative tasks, such as those of Cerebras and Graphcore, is fueling its rapid growth. The capability to deal with the high computation of Generative AI models in reducing latency and energy consumption is a key factor fueling the accelerated growth in this market.

The AI processor is expected to have the largest market share in the processor market during the forecast period.
AI processor includes GPU, CPU, and FPGAs. Data center chips primarily contain the central processing unit, often called processors, as they have most of the computation work in executing processes to process data. These processors perform arithmetic and logical operations, perform input/output operations on the commands, and supervise the activities among other components in the data. Currently, the modern trend is for multicore processors with improvements in performance and decreasing power consumption through the execution of different tasks at a given time. A GPU is a powerful processor, which can handle multiple tasks simultaneously, making them ideal for accelerating complex computations, including machine learning, deep learning, and data analysis. It accelerates tasks that require lots of data and heavy processing, thus making it possible to execute big computing applications faster and more efficiently.
North America is expected to have the second-largest market during the forecast period.
North America took the second-largest market share of data center chip market share in 2024. The presence of prominent technology firms and data center operators is driving the market across the North American region. The region hosts companies such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (AMD) (US), and Google (US). Cloud service providers include Amazon Web Services, Inc. (AWS) (US), Microsoft Azure (US), and Google Cloud (US). These data centers are further backed by AI infrastructure to provide real-time services worldwide. The region also hosts several startups set up in the area for delivering data center chips for data centers, which include SAPEON Inc. (US), Tenstorrent (Canada), Taalas (Canada), Kneron, Inc. (US), SambaNova Systems, Inc. (US). Many modern data centers in this region are equipped with state-of-the-art AI hardware. The presence of large-scale data centers and leading data center chip developers in the area are driving the market growth.
In determining and verifying the market size for several segments and subsegments gathered through secondary research, extensive primary interviews have been conducted with key officials in the data center chip market. Following is the breakup of the profiles of the primary participants for the report.

• By Company Type: Tier 1 – 40 %, Tier 2 – 40%, and Tier 3 – 20%
• By Designation: Directors –40%, Managers- 40%, and Others – 20%
• By Region: North America– 40%, Asia Pacific – 20%, Europe- 30%, and RoW – 10%
The report profiles key players in the data center chip market and analyzes their market shares. Players profiled in this report are NVIDIA Corporation (US), Advanced Micro Devices, Inc. (AMD) (US), Intel Corporation (US), Micron Technology, Inc. (US), Google (US), SK HYNIX INC. (South Korea), AWS (US), Samsung (South Korea), Texas Instruments Incorporated (US), Alibaba (China), Analog Devices (US), Monolithic Power Systems, Inc., (US), STMicroelectronics (Switzerland), Sensirion AG (Switzerland), Honeywell International, Inc. (US), AKCP(US), Bosch Sensortec (Germany), Renesas Electronic Corporation (Japan), Infineon (Germany), Diodes Incorporated (US), Imagination Technologies (UK), Graphcore (UK), Cisco Systems, Inc. (US), Dell Inc. (US), Huawei Technologies Co., Ltd. (China).

Research Coverage
The report defines, describes, and forecasts the data center chip market based on component, data Center size, application, end-user, and region. It provides detailed information regarding drivers, restraints, opportunities, and challenges influencing its growth. It also analyzes competitive developments such as product launches, acquisitions, expansions, contracts, partnerships, and actions carried out by the key players to grow in the market.
Reasons to Buy This Report
The report will help market leaders and new entrants with information on the closest approximations of the revenue numbers for the overall data center chip market and the subsegments. It will also help stakeholders understand the competitive landscape and gain more insights to better position their businesses and plan suitable go-to-market strategies. The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.
The report provides insights on the following pointers:

• Analysis of key drivers (Expansion of data center capacity, Surging demand for high data volumes and pressing need for fast and efficient data processing, Continuous advancement in machine learning and deep learning technologies, Rising focus on parallel computing in AI data center), restraints (Shortage of skilled professional, High cost associated with data center GPUs), opportunities (Emergence of sovereign AI, Emergence of FPGA-based Accelerator), and challenges (High energy consumption of data centers, Security concerns associated with data centers) influencing the growth of the data center chip market.

• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the data center chip market

• Market Development: Comprehensive information about lucrative markets – the report analyses the data center chip market across varied regions

• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the data center chip market

• Competitive Assessment: In-depth assessment of market shares, growth strategies, and offerings of leading players NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), Intel Corporation (US), Micron Technology, Inc. (US), SK HYNIX INC. (South Korea), among others in the data center chip market strategies.

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Table of Contents

1 INTRODUCTION 29
1.1 STUDY OBJECTIVES 29
1.2 MARKET DEFINITION 29
1.3 STUDY SCOPE 30
1.3.1 MARKETS COVERED 30
1.3.2 INCLUSIONS AND EXCLUSIONS 31
1.3.3 YEARS CONSIDERED 31
1.4 CURRENCY CONSIDERED 32
1.5 UNIT CONSIDERED 32
1.6 LIMITATIONS 32
1.7 STAKEHOLDERS 32
2 RESEARCH METHODOLOGY 33
2.1 RESEARCH APPROACH 33
2.1.1 SECONDARY AND PRIMARY RESEARCH 35
2.1.2 SECONDARY DATA 35
2.1.2.1 List of key secondary sources 36
2.1.2.2 Key data from secondary sources 36
2.1.3 PRIMARY DATA 36
2.1.3.1 Key data from primary sources 37
2.1.3.2 List of primary interview participants 37
2.1.3.3 Breakdown of primaries 38
2.1.3.4 Key industry insights 38
2.2 MARKET SIZE ESTIMATION METHODOLOGY 39
2.2.1 BOTTOM-UP APPROACH 40
2.2.1.1 Approach to arrive at market size using bottom-up analysis (demand side) 40
2.2.2 TOP-DOWN APPROACH 41
2.2.2.1 Approach to arrive at market size using top-down analysis (supply side) 41
2.3 MARKET BREAKDOWN AND DATA TRIANGULATION 42
2.4 RESEARCH ASSUMPTIONS 42
2.5 RESEARCH LIMITATIONS 43
2.6 RISK ANALYSIS 43
3 EXECUTIVE SUMMARY 44
 
4 PREMIUM INSIGHTS 47
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN DATA CENTER CHIP MARKET 47
4.2 DATA CENTER CHIP MARKET, BY COMPONENT 47
4.3 DATA CENTER CHIP MARKET IN NORTH AMERICA, BY END USER AND COUNTRY 48
4.4 DATA CENTER CHIP MARKET, BY DATA CENTER SIZE 48
4.5 DATA CENTER CHIP MARKET, BY APPLICATION 49
4.6 DATA CENTER CHIP MARKET, BY COUNTRY 49
5 MARKET OVERVIEW 50
5.1 INTRODUCTION 50
5.2 MARKET DYNAMICS 50
5.2.1 DRIVERS 51
5.2.1.1 Rapid expansion of data center capacity 51
5.2.1.2 Rising need for low-latency and high-throughput data processing 52
5.2.1.3 Increasing deployment of machine learning and deep learning technologies 52
5.2.1.4 Growing emphasis on parallel computing in AI data centers 53
5.2.2 RESTRAINTS 53
5.2.2.1 Shortage of skilled workforce 54
5.2.2.2 High costs of data center GPUs 54
5.2.3 OPPORTUNITIES 54
5.2.3.1 Emergence of sovereign AI 55
5.2.3.2 Increasing adoption of FPGA-based accelerators 55
5.2.4 CHALLENGES 56
5.2.4.1 High energy consumption in data centers 56
5.2.4.2 Security concerns associated with data center hardware components 56
5.3 TECHNOLOGY ANALYSIS 57
5.3.1 KEY TECHNOLOGIES 57
5.3.1.1 Generative AI 57
5.3.2 COMPLEMENTARY TECHNOLOGIES 57
5.3.2.1 Data center power management and cooling systems 57
5.3.3 ADJACENT TECHNOLOGIES 58
5.3.3.1 Quantum AI 58
5.4 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 58
5.5 PRICING ANALYSIS 59
5.5.1 INDICATIVE PRICING OF KEY PLAYERS, BY AI PROCESSOR, 2023 59
5.5.2 AVERAGE SELLING PRICE TREND, BY REGION, 2020–2023 60
5.6 VALUE CHAIN ANALYSIS 62
5.7 ECOSYSTEM ANALYSIS 64
5.8 INVESTMENT AND FUNDING SCENARIO 66
5.9 PATENT ANALYSIS 67
 
5.10 TRADE ANALYSIS 69
5.10.1 IMPORT SCENARIO (HS CODE 854231) 69
5.10.2 EXPORT SCENARIO (HS CODE 854231) 70
5.11 TARIFF AND REGULATORY LANDSCAPE 71
5.11.1 TARIFF ANALYSIS 71
5.11.2 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 72
5.11.3 STANDARDS 75
5.11.3.1 US 76
5.11.3.2 Europe 76
5.11.3.3 China 76
5.11.3.4 Japan 76
5.12 KEY CONFERENCES AND EVENTS, 2024–2025 77
5.13 CASE STUDY ANALYSIS 78
5.13.1 STMICROELECTRONICS DEPLOYS AMD EPYC PROCESSORS TO ENHANCE R&D DATA CENTER PERFORMANCE 78
5.13.2 JOCDN ADOPTS AMD EPYC PROCESSORS TO IMPROVE BROADCAST VIDEO STREAMING CAPABILITIES 78
5.13.3 DBS BANK LEVERAGES DELL SERVERS POWERED BY AMD EPYC PROCESSORS TO TRANSFORM DATA CENTER INFRASTRUCTURE 78
5.14 PORTER’S FIVE FORCES ANALYSIS 79
5.14.1 INTENSITY OF COMPETITIVE RIVALRY 80
5.14.2 BARGAINING POWER OF SUPPLIERS 80
5.14.3 BARGAINING POWER OF BUYERS 80
5.14.4 THREAT OF SUBSTITUTES 80
5.14.5 THREAT OF NEW ENTRANTS 80
5.15 KEY STAKEHOLDERS AND BUYING CRITERIA 81
5.15.1 KEY STAKEHOLDERS IN BUYING PROCESS 81
5.15.2 BUYING CRITERIA 82
5.16 IMPACT OF AI/GEN AI ON DATA CENTER CHIP MARKET 83
6 DATA CENTER CHIP MARKET, BY COMPONENT 84
6.1 INTRODUCTION 85
6.2 PROCESSORS 86
6.2.1 AI PROCESSOR 87
6.2.2 GENERAL-PURPOSE COMPUTING PROCESSOR 88
6.2.2.1 GPU 89
6.2.2.1.1 Ability to handle AI workloads and process vast data volumes to boost adoption 89
6.2.2.2 CPU 91
6.2.2.2.1 Rising demand for versatile and general-purpose AI processing to augment market growth 91
 
6.2.2.3 FPGA 92
6.2.2.3.1 Growing need for flexibility and customization for AI workloads to spur demand 92
6.2.2.4 DOJO & FSD 94
6.2.2.4.1 High demand for high-performance, energy-efficient AI processing in autonomous vehicles to fuel adoption 94
6.2.2.5 Trainium & Inferentia 95
6.2.2.5.1 Ability to train complex AI and deep learning models to drive adoption 95
6.2.2.6 Athena ASIC 95
6.2.2.6.1 Increasing need to handle complex NLP and language-based AI tasks to accelerate market growth 95
6.2.2.7 T-Head 96
6.2.2.7.1 Rising demand for customized, high-performance AI chips across Chinese data centers to stimulate market growth 96
6.2.2.8 MTIA 96
6.2.2.8.1 Meta's expansion into AR, VR, and Metaverse to fuel market growth 96
6.2.2.9 LPU 97
6.2.2.9.1 Increasing need to handle complex NLP and language-based AI tasks to accelerate market growth 97
6.2.2.10 Other ASIC 97
6.3 MEMORY 98
6.3.1 DDR 99
6.3.1.1 Rising adoption of AI-enabled CPUs in data centers to support market growth 99
6.3.2 HBM 100
6.3.2.1 Elevating need for high throughput in data-intensive AI tasks to fuel market growth 100
6.4 NETWORK 100
6.4.1 NIC/NETWORK ADAPTERS 102
6.4.1.1 InfiniBand 104
6.4.1.1.1 Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth 104
6.4.1.2 Ethernet 104
6.4.1.2.1 Rising demand for scalable and cost-effective networking solutions to propel growth 104
6.4.1.3 Others 104
6.4.2 INTERCONNECTS 105
6.4.2.1 Growing complexity of AI models requiring high-bandwidth data paths to fuel demand 105
 
6.5 SENSORS 105
6.5.1 TEMPERATURE SENSOR 105
6.5.1.1 Increased requirement for optimal operational efficiency to drive demand for temperature sensor 105
6.5.2 HUMIDITY SENSOR 106
6.5.2.1 Growing awareness of environmental factors driving adoption of humidity monitoring 106
6.5.3 AIRFLOW SENSOR 106
6.5.3.1 Increasing server racks to drive market for airflow sensor 106
6.5.4 OTHER SENSORS 106
6.6 POWER MANAGEMENT 108
6.6.1 MULTIPHASE CONTROLLER 108
6.6.1.1 Need to manage and optimize performance to drive segmental growth 108
6.6.2 POINT-OF-LOAD (POL) (DC/DC CONVERTER) 108
6.6.2.1 Increasing demand for energy efficiency and high-performance computing to fuel market growth 108
6.6.3 LOW DROPOUT (LDO) 109
6.6.3.1 Ability to maintain stable output voltage to drive demand 109
6.6.4 48V INTERMEDIATE BUS CONVERTER (IBC) 109
6.6.4.1 Helps ensure adequate supply of efficient power management 109
6.6.5 HOT SWAP CONTROLLER/EFUSE 109
6.6.5.1 Increasing demand for low latency in data centers to drive market for hot swap controller 109
6.6.6 POWER SEQUENCER 110
6.6.6.1 Helps regulate power-up sequence of different voltage rails 110
6.6.7 BASEBOARD MANAGEMENT CONTROLLER (BMC) 110
6.6.7.1 Increasing demand for remote monitoring and management of server hardware to drive market 110
6.7 ANALOG & MIXED-SIGNAL ICS 112
6.7.1 MULTICHANNEL ADC/DAC 112
6.7.1.1 Converters used to provide efficient control of data generated from various sensors 112
6.7.2 MULTICHANNEL ADC/DAC 113
6.7.2.1 Helps in high-speed data transfer among other components in data center chip 113
6.7.3 MUX 113
6.7.3.1 Helps in streaming between multiple data center server 113
6.7.4 CURRENT SENSOR AMPLIFIER 113
6.7.4.1 Necessity for monitoring power consumption to drive demand 113
6.7.5 SUPERVISORY ICS 113
6.7.5.1 Need for stabilization of power supply to fuel market growth 113
6.7.6 FAN CONTROLLER 114
6.7.6.1 Increasing scale and performance of data centers creating demand for fan controllers 114
6.7.7 CLOCK IC 114
6.7.7.1 Importance of stable high-speed data transfer to support market growth 114
7 DATA CENTER CHIP MARKET, BY DATA CENTER SIZE 117
7.1 INTRODUCTION 118
7.2 SMALL DATA CENTERS 119
7.2.1 NEED FOR EDGE, COMPUTING, COST EFFICIENCY, SCALABILITY, AND RAPID DEPLOYMENT TO DRIVE MARKET 119
7.3 MEDIUM-SIZED DATA CENTERS 120
7.3.1 REDUNDANCY AND HIGH AVAILABILITY FEATURES TO DRIVE DEMAND 120
7.4 LARGE DATA CENTERS 121
7.4.1 NEED FOR MASSIVE DATA PROCESSING, CLOUD COMPUTING, SCALABILITY, AND HIGH AVAILABILITY TO DRIVE MARKET 121
8 DATA CENTER CHIP MARKET, BY APPLICATION 123
8.1 INTRODUCTION 124
8.2 GENERATIVE AI 125
8.2.1 RULE-BASED MODELS 127
8.2.1.1 Rising need to detect fraud in finance sector to propel market 127
8.2.2 STATISTICAL MODELS 127
8.2.2.1 Requirement to make accurate predictions from complex data structures to boost segmental growth 127
8.2.3 DEEP LEARNING 128
8.2.3.1 Ability to advance AI technologies to boost demand 128
8.2.4 GENERATIVE ADVERSARIAL NETWORKS (GAN) 129
8.2.4.1 Pressing needs to handle large-scale data to fuel segmental growth 129
8.2.5 AUTOENCODERS 130
8.2.5.1 Ability to compress and restructure data to ensure optimum storage space in data centers to stimulate demand 130
8.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS) 130
8.2.6.1 Surging demand for realistic and high-quality images and videos to accelerate market growth 130
8.2.7 TRANSFORMER MODELS 131
8.2.7.1 Increasing utilization in image synthesis and captioning applications to foster segmental growth 131
8.2.8 MACHINE LEARNING 132
8.2.8.1 Rising use in image and speech recognition and predictive analytics to contribute to market growth 132
8.2.9 NATURAL LANGUAGE PROCESSING 132
8.2.9.1 Increasing need for real-time applications to support market growth 132
8.2.10 COMPUTER VISION 133
8.2.10.1 Escalating need for advanced processing capabilities to boost demand 133
8.3 GENERAL-PURPOSE COMPUTING 134
9 DATA CENTER CHIP MARKET, BY END USER 135
9.1 INTRODUCTION 136
9.2 CLOUD SERVICE PROVIDERS 137
9.2.1 SURGING AI WORKLOADS AND CLOUD ADOPTION TO STIMULATE MARKET GROWTH 137
9.3 ENTERPRISES 138
9.3.1 ESCALATING USE OF NLP, IMAGE RECOGNITION, AND PREDICTIVE ANALYTICS TO CREATE GROWTH OPPORTUNITIES 138
9.3.2 HEALTHCARE 139
9.3.2.1 Integration of AI in computer-aided drug discovery and development to foster market growth 139
9.3.3 BFSI 140
9.3.3.1 Surging need for fraud detection in financial institutions to boost demand 140
9.3.4 AUTOMOTIVE 141
9.3.4.1 Growing focus on safe and enhanced driving experiences to fuel demand 141
9.3.5 RETAIL & E-COMMERCE 143
9.3.5.1 Increasing use of chatbots and virtual assistants to offer improved customer services to drive market 143
9.3.6 MEDIA & ENTERTAINMENT 144
9.3.6.1 Real-time analysis of viewer preferences and demographic information to augment market growth 144
9.3.7 OTHERS 145
9.4 GOVERNMENT ORGANIZATIONS 146
9.4.1 FOCUS ON AUTOMATING ROUTINE TASKS AND EXTRACTING REAL-TIME INSIGHTS TO SUPPORT MARKET GROWTH 146
10 DATA CENTER CHIP MARKET, BY REGION 148
10.1 INTRODUCTION 149
10.2 NORTH AMERICA 150
10.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA 150
10.2.2 US 154
10.2.2.1 Rising demand for digital solutions to drive market 154
10.2.3 CANADA 155
10.2.3.1 Growing digital transformation and 5G services to support market growth 155
10.2.4 MEXICO 155
10.2.4.1 Government-led initiatives to ensure connectivity within urban centers to boost demand 155
 
10.3 EUROPE 156
10.3.1 MACROECONOMIC OUTLOOK FOR EUROPE 156
10.3.2 GERMANY 160
10.3.2.1 Adoption of industry 4.0 and advancement in technology infrastructure to drive market 160
10.3.3 UK 161
10.3.3.1 Increasing adoption of data centers and HPC by various verticals to support market growth 161
10.3.4 FRANCE 161
10.3.4.1 Federal support to promote data center infrastructure to augment market growth 161
10.3.5 REST OF EUROPE 161
10.4 ASIA PACIFIC 162
10.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC 162
10.4.2 CHINA 167
10.4.2.1 Rising demand for high-speed data processing to accelerate market growth 167
10.4.3 JAPAN 167
10.4.3.1 Surge in adoption of data-intensive technologies like AI and IoT to drive market 167
10.4.4 INDIA 167
10.4.4.1 Government initiatives to boost AI infrastructure to foster market growth 167
10.4.5 REST OF ASIA PACIFIC 168
10.5 ROW 168
10.5.1 MACROECONOMIC OUTLOOK FOR ROW 168
10.5.2 SOUTH AMERICA 173
10.5.2.1 Strong government support to develop network infrastructure to boost demand 173
10.5.3 MIDDLE EAST & AFRICA 173
10.5.3.1 GCC countries 174
10.5.3.2 Rest of Middle East & Africa 174
11 COMPETITIVE LANDSCAPE 175
11.1 OVERVIEW 175
11.2 KEY PLAYERS’ STRATEGIES/RIGHT TO WIN, 2021–2024 175
11.3 REVENUE ANALYSIS, 2021−2023 177
11.4 MARKET SHARE ANALYSIS, 2023 177
11.5 COMPANY VALUATION AND FINANCIAL METRICS, 2024 180
11.6 BRAND/PRODUCT COMPARISON 181
 
11.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023 182
11.7.1 STARS 182
11.7.2 EMERGING LEADERS 182
11.7.3 PERVASIVE PLAYERS 182
11.7.4 PARTICIPANTS 182
11.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023 184
11.7.5.1 Company footprint 184
11.7.5.2 Region footprint 185
11.7.5.3 Component footprint 186
11.7.5.4 End user footprint 187
11.7.5.5 Application footprint 188
11.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023 189
11.8.1 PROGRESSIVE COMPANIES 189
11.8.2 RESPONSIVE COMPANIES 189
11.8.3 DYNAMIC COMPANIES 189
11.8.4 STARTING BLOCKS 189
11.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023 191
11.8.5.1 Detailed list of key startups/SMEs 191
11.8.5.2 Competitive benchmarking of key startups/SMEs 191
11.9 COMPETITIVE SCENARIO 192
11.9.1 PRODUCT LAUNCHES 192
11.9.2 DEALS 193
11.9.3 OTHER DEVELOPMENTS 194
12 COMPANY PROFILES 195
12.1 KEY PLAYERS 195
12.1.1 NVIDIA CORPORATION 195
12.1.1.1 Business overview 195
12.1.1.2 Products/Solutions/Services offered 196
12.1.1.3 Recent developments 198
12.1.1.3.1 Product launches 198
12.1.1.3.2 Deals 199
12.1.1.4 MnM view 200
12.1.1.4.1 Key strengths/Right to win 200
12.1.1.4.2 Strategic choices 200
12.1.1.4.3 Weaknesses/Competitive threats 200
 
12.1.2 ADVANCED MICRO DEVICES, INC. 201
12.1.2.1 Business overview 201
12.1.2.2 Products/Solutions/Services offered 202
12.1.2.3 Recent developments 203
12.1.2.3.1 Product launches 203
12.1.2.3.2 Deals 204
12.1.2.4 MnM view 205
12.1.2.4.1 Key strengths/Right to win 205
12.1.2.4.2 Strategic choices 205
12.1.2.4.3 Weaknesses/Competitive threats 205
12.1.3 INTEL CORPORATION 206
12.1.3.1 Business overview 206
12.1.3.2 Products/Solutions/Services offered 207
12.1.3.3 Recent developments 209
12.1.3.3.1 Product launches 209
12.1.3.3.2 Deals 210
12.1.3.4 MnM view 211
12.1.3.4.1 Key strengths/Right to win 211
12.1.3.4.2 Strategic choices 211
12.1.3.4.3 Weaknesses/Competitive threats 212
12.1.4 SAMSUNG 213
12.1.4.1 Business overview 213
12.1.4.2 Products/Solutions/Services offered 214
12.1.4.3 Recent developments 215
12.1.4.3.1 Product launches 215
12.1.4.3.2 Deals 216
12.1.4.4 MnM view 217
12.1.4.4.1 Key strengths/Right to win 217
12.1.4.4.2 Strategic choices 217
12.1.4.4.3 Weaknesses/Competitive threats 217
12.1.5 SK HYNIX INC. 218
12.1.5.1 Business overview 218
12.1.5.2 Products/Solutions/Services offered 219
12.1.5.3 Recent developments 220
12.1.5.3.1 Product launches 220
12.1.5.3.2 Deals 221
12.1.5.3.3 Other developments 221
12.1.5.4 MnM view 221
12.1.5.4.1 Key strengths/Right to win 221
12.1.5.4.2 Strategic choices 221
12.1.5.4.3 Weaknesses/Competitive threats 222
 
12.1.6 GOOGLE 223
12.1.6.1 Business overview 223
12.1.6.2 Products/Solutions/Services offered 224
12.1.6.3 Recent developments 225
12.1.6.3.1 Product launches 225
12.1.6.3.2 Deals 225
12.1.7 AMAZON WEB SERVICES, INC. 226
12.1.7.1 Business overview 226
12.1.7.2 Products/Solutions/Services offered 226
12.1.7.3 Recent developments 227
12.1.7.3.1 Product launches 227
12.1.7.3.2 Deals 227
12.1.8 MONOLITHIC POWER SYSTEMS, INC 229
12.1.8.1 Business overview 229
12.1.8.2 Products/Solutions/Services Offered 230
12.1.8.3 Recent developments 231
12.1.8.3.1 Deals 231
12.1.9 TEXAS INSTRUMENTS INCORPORATED 232
12.1.9.1 Business overview 232
12.1.9.2 Products/Solutions/Services offered 233
12.1.9.3 Recent developments 234
12.1.9.3.1 Other developments 234
12.1.10 MICRON TECHNOLOGY, INC. 235
12.1.10.1 Business overview 235
12.1.10.2 Products/Solutions/Services offered 236
12.1.10.3 Recent developments 237
12.1.10.3.1 Product launches 237
12.1.10.3.2 Deals 238
12.1.11 ANALOG DEVICES, INC. 239
12.1.11.1 Business overview 239
12.1.11.2 Products/Solutions/Services offered 240
12.1.11.3 Recent developments 241
12.1.11.3.1 Expansions 241
12.1.12 MICROSOFT 242
12.1.12.1 Business overview 242
12.1.12.2 Products/Solutions/Services offered 243
12.1.12.3 Recent developments 244
12.1.12.3.1 Product launches 244
12.1.12.3.2 Deals 244
 
12.2 OTHER PLAYERS 245
12.2.1 IMAGINATION TECHNOLOGIES 245
12.2.2 GRAPHCORE 246
12.2.3 CEREBRAS SYSTEMS INC. 246
12.2.4 GROQ, INC. 247
12.2.5 TESLA 248
12.2.6 STMICROELECTRONICS 249
12.2.7 SENSIRION AG 249
12.2.8 AKCP 250
12.2.9 BOSCH SENSORTEC GMBH 251
12.2.10 RENESAS ELECTRONICS CORPORATION 252
12.2.11 INFINEON TECHNOLOGIES AG 253
12.2.12 DIODES INCORPORATED 254
12.2.13 MICROCHIP TECHNOLOGY INC. 255
12.2.14 HUAWEI TECHNOLOGIES CO., LTD. 256
12.2.15 T-HEAD 257
12.2.16 BLAIZE 258
12.2.17 HAILO TECHNOLOGIES LTD 259
12.2.18 KNERON, INC. 260
12.2.19 TENSTORRENT 261
12.2.20 TAALAS 261
12.2.21 SAPEON INC. 262
12.2.22 REBELLIONS INC. 262
13 APPENDIX 263
13.1 DISCUSSION GUIDE 263
13.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 266
13.3 CUSTOMIZATION OPTIONS 268
13.4 RELATED REPORTS 268
13.5 AUTHOR DETAILS 269