データセンター向け半導体市場規模、シェア、動向、2029年までの世界予測

データセンター向け半導体市場は2024年に868億米ドル規模となり、年平均成長率25.1%で成長し、2029年には2658億米ドルに達するとMarketsandMarketsでは予測しています。企業は、コンテンツ作成、顧客サービス自動化、創薬、パーソナライズドマーケティングなどの用途に、生成型AIの導入をますます進めています。こうした普及に伴い、高負荷なワークロードに対応できる高性能AIサーバーへの需要が大幅に増加しています。

調査概要：

本調査レポートは、データセンター向け半導体市場をプロセッサタイプ、DRAMおよびNANDフラッシュメモリ、センサー、電源、接続性、その他のアナログデバイスに分類しています。データセンター向け半導体市場における主要な推進要因、阻害要因、課題、機会について解説し、2029年までの市場予測を提供します。

レポート購入の主なメリット

本レポートは、市場リーダーおよび新規参入企業に対し、データセンター向け半導体市場全体とそのサブセグメントに関する最も正確な概算値を提供します。関係者は、競争環境を理解し、より効果的な事業展開と適切な市場参入戦略の策定に役立つ洞察を得ることができます。また、市場の動向を把握し、主要な市場推進要因、阻害要因、課題、機会に関する情報を提供します。

本レポートは、以下のポイントに関する洞察を提供します。

• 主要な推進要因（AI専用ハードウェアの継続的な進歩）、阻害要因（高額な初期投資）、機会（クラウドサービスプロバイダーによるデータセンターへの投資計画）、および課題（サプライチェーンの混乱）の分析。
• 製品開発／イノベーション：データセンター向け半導体市場における今後の技術、研究開発活動、新製品発売に関する詳細な洞察。
• 市場開発：有望な市場に関する包括的な情報。
• 競合評価：市場シェアと成長戦略に関する詳細な評価。

Report Description

The data center semiconductor market is expected to grow from USD 86.8 billion in 2024 to USD 265.8 billion by 2029, reflecting a 25.1% CAGR over the period. Enterprises are increasingly deploying generative AI for applications such as content creation, customer service automation, drug discovery, and personalized marketing. This widespread adoption is significantly increasing demand for high-performance AI servers capable of handling intensive workloads.

“Power stage segment will hold largest market share in 2029.”

The power stage segment is projected to hold the largest share of the data center semiconductor market by 2029, primarily because it is fundamental to efficient power conversion and delivery across every critical component within a data center. Modern AI-driven workloads—especially those powered by GPUs and custom accelerators—require extremely high current at low voltages, placing significant demands on power delivery networks. Power stages, which integrate key elements such as MOSFETs and gate drivers, are essential for converting and regulating this power efficiently while minimizing losses and heat generation. As server architectures become more power-dense, each CPU, GPU, memory module, and networking chip requires multiple power stages, leading to high unit volumes per server. Additionally, the industry-wide shift toward 48V power distribution systems in hyperscale data centers is increasing the need for advanced, high-efficiency power stages capable of handling higher input voltages and delivering precise output. Furthermore, energy efficiency has become a top priority due to rising electricity costs and sustainability goals. Power stages directly influence conversion efficiency and thermal performance, making them a critical investment area for data center operators. Their widespread deployment, high value contribution, and essential role in enabling reliable, efficient, and scalable AI infrastructure collectively drive their dominant market share.

“Multi-channel ADC/DAC is estimated to record the highest CAGR during the forecast period.”

The multi-channel ADC/DAC segment is expected to post the highest CAGR in the data center semiconductor market, driven by the growing need for precise, real-time monitoring and control in increasingly complex, power-dense AI infrastructure. As data centers scale to support high-performance computing and AI workloads, there is a growing need to monitor multiple analog signals simultaneously—such as voltage, current, temperature, and airflow—across CPUs, GPUs, memory, and power delivery systems. Multi-channel ADCs efficiently convert numerous analog inputs into digital data for system analytics, while DACs enable fine-grained control of power and thermal management systems. The transition toward intelligent, software-defined data centers and autonomous optimization further accelerates adoption, as these converters are critical to closed-loop control systems. Additionally, the proliferation of advanced power architectures—such as 48V systems and distributed power management—requires high-channel-count data acquisition to improve accuracy and responsiveness. Compared with single-channel solutions, multi-channel ADC/DACs offer higher integration, reduced board space, and lower system cost, making them increasingly attractive. Their role in enabling predictive maintenance, energy efficiency, and system reliability positions them for the fastest growth.

Extensive primary interviews were conducted with key industry experts in the data center semiconductor market to determine and verify the market size for segments and subsegments identified through secondary research. The breakdown of primary participants for the report is provided below:

The study contains insights from various industry experts, including component suppliers, Tier 1 companies, and OEMs. The breakdown of the primary participants is as follows:

• By Company Type: Tier 1–50%, Tier 2–20%, and Tier 3–30%
• By Designation: C-level–20%, Directors–30%, and Others–50%
• By Region: North America–40%, Europe–20%, Asia Pacific–30%, and RoW–10%

Research Coverage:

This research report categorizes the data center semiconductor market by processor type, DRAM & NAND, sensors, power, connectivity, and other analog devices. It describes the major drivers, restraints, challenges, and opportunities in the data center semiconductor market and forecasts the market through 2029.

Key Benefits of Buying the Report

The report will provide market leaders and new entrants with the closest approximations of the overall data center semiconductor market and its subsegments. It will help stakeholders understand the competitive landscape and gain insights to position their businesses more effectively and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights into the following pointers:

• Analysis of key drivers (continuous advancement in AI-specific hardware), restraints (high initial investment costs), opportunities (planned investments in data centers by cloud service providers), and challenges (supply chain disruptions).
• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product launches in the data center semiconductor market
• Market Development: Comprehensive information about lucrative markets
• Competitive Assessment: In-depth assessment of market share and growth strategies

Table of Contents

1 MARKET DYNAMICS 10
1.1 ANALYSIS OF KEY DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 10
1.1.1 MARKET DYNAMICS – DRIVERS 11
1.1.1.1 In-house development of AI-specific hardware by hyperscalers such as TPU (Google), Trainium (AWS), Inferencia (AWS), and Maia 100 (Meta) 11
1.1.1.2 High demand for dedicated AI processors with surging need for parallel computing in hyperspectral data centers 12
1.1.2 MARKET DYNAMICS – RESTRAINTS 13
1.1.2.1 Extended lead time for enterprise customers due to demand-supply imbalance for GPUs 13
1.1.3 MARKET DYNAMICS – OPPORTUNITIES 14
1.1.3.1 Accelerating AI-optimized data center expansion by hyperscalers 14
1.1.4 MARKET DYNAMICS – CHALLENGES 15
1.1.4.1 NVIDIA’s dominance in data center GPUs creating ecosystem dependence 15
1.2 DATA CENTER ECOSYSTEM 16
1.2.1 CPU SERVER COST STRUCTURE/BILL OF MATERIAL (BOM) 16
1.2.2 SERVERS WITH NVIDIA A100 GPUS COST ~15× MORE THAN STANDARD CPU SERVERS 17
1.2.3 SERVERS WITH NVIDIA H100 GPUS COST ~32× MORE THAN CPU SERVERS AND ~2× MORE THAN A100-BASED SYSTEMS 19
1.2.4 AI SERVER ADOPTION AND MARKET GROWTH OUTLOOK 21
1.2.4.1 30% of data center servers to be equipped with AI semiconductors
by 2029 21
1.3 DATA PROTECTION-, LOCALIZATION-, AND AI-RELATED NORMS 21
1.3.1 DATA PROTECTION AND LOCALIZATION NORMS DRIVING DATA CENTER INVESTMENT IN EMERGING COUNTRIES 21
1.3.2 ARTIFICIAL INTELLIGENCE (AI) REGULATORY LANDSCAPE 24
1.3.2.1 Global regulatory efforts to address AI-related risks 24
1.3.2.1.1 Global overview of AI regulatory frameworks and
policy drivers 24
1.4 UPCOMING DATA CENTER DEPLOYMENTS BY HYPERSCALERS 25
1.4.1 CLOUD SERVICE PROVIDER-LED DATA CENTER EXPANSION IN FUTURE,
BY REGION 25
1.5 GENERATIVE AI: EMERGING OPPORTUNITY FOR HYPERSCALERS 25
1.5.1 GENERATIVE AI: TRANSFORMATIVE OPPORTUNITY FOR HYPERSCALERS 25
1.5.2 RAPID UPGRADES OF HARDWARE BY HYPERSCALERS TO SUPPORT GENERATIVE AI 27
1.5.2.1 Strategic investments in AI infrastructure fueling generative
AI ecosystem 27

1.5.3 HYPERSCALERS GROWTH IN GENERATIVE AI 28
1.5.3.1 Generative AI expansion fueling AI infrastructure development
in data centers 28
1.6 CAPITAL EXPENDITURE AND GROWTH OUTLOOK FOR CLOUD SERVICE PROVIDERS (2020–2029) 29
1.6.1 CSP INVESTMENTS IN IT AND DATA CENTER INFRASTRUCTURE DRIVEN
BY AI GROWTH 29
1.7 GPU POWER RATING 31
1.7.1 DATA CENTER GPU INNOVATIONS WITH HIGHER TDP TO POWER ADVANCED
AI COMPUTING 31
1.8 DATA CENTER POWER CONSUMPTION 32
1.8.1 DATA CENTER POWER CONSUMPTION TO INCREASE ~10X IN NEXT
FIVE YEARS 32
1.9 AI SEMICONDUCTOR MARKET, 2023–2029 33
1.9.1 AI SEMICONDUCTOR MARKET, BY PROCESSOR, 2023–2029 33
1.9.2 AI SEMICONDUCTOR MARKET, BY SENSOR, 2023–2029 35
1.9.3 AI SEMICONDUCTOR MARKET, BY CONNECTIVITY, 2023–2029 36
1.9.4 AI SEMICONDUCTOR MARKET, BY POWER, 2023–2029 38
1.9.5 AI SEMICONDUCTOR MARKET, BY OTHER ANALOG, 2023–2029 40
2 MARKET POTENTIAL 42
2.1 CLOUD DATA CENTER SEMICONDUCTOR MARKET, 2023–2029 42
2.2 CLOUD DATA CENTER SEMICONDUCTOR MARKET, BY PRODUCT, 2023–2029 43
2.2.1 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY PROCESSOR TYPE, 2023–2029 43
2.2.2 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY DRAM &
NAND, 2023–2029 45
2.2.3 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY CONNECTIVITY DEVICE, 2023–2029 50
2.2.4 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY POWER COMPONENT, 2023–2029 53
2.2.5 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY OTHER ANALOG COMPONENT, 2023–2029 55
2.3 REVENUE SHARE OF CLOUD SERVICE PROVIDERS, BY INDUSTRY, 2023 58
2.3.1 CLOUD SERVICE PROVIDERS: INDUSTRY REVENUE DISTRIBUTION, 2023 58
2.4 PROCUREMENT OF SERVERS BY CLOUD SERVICE PROVIDERS (IN VOLUME) FROM 2020 TO 2029 59
2.4.1 MICROSOFT WAS LARGEST AI SERVER BUYER IN 2023 WITH ~22%
OF SHARE IN 2023 59
2.5 COMPETITIVE LANDSCAPE 60
2.5.1 COMPANY-WISE SHARE ANALYSIS: DATA CENTER EDGE PROCESSOR MARKET, 2023 VS. 2024 60
2.5.2 IMPLICATION FOR ANALOG DEVICES IN CLOUD DATA CENTER MARKET 61

3 APPENDIX 62
3.1 LIST OF ABBREVIATIONS 62
3.2 MARKET DEFINITION 63
3.2.1 AI SEMICONDUCTOR TAM, 2023 63
3.3 RESEARCH METHODOLOGY 67
3.3.1 FRAMEWORK FOR PROCESSOR TAM ESTIMATION 67
3.3.1.1 Processor TAM, 2023 67
3.3.2 FRAMEWORK FOR SENSOR TAM ESTIMATION 68
3.3.2.1 Sensor TAM, 2023 68
3.3.3 FRAMEWORK FOR CONNECTIVITY DEVICE TAM ESTIMATION 70
3.3.3.1 Connectivity device TAM, 2023 70
3.3.4 FRAMEWORK FOR POWER COMPONENT TAM ESTIMATION 72
3.3.4.1 Power component TAM, 2023 72
3.3.5 FRAMEWORK FOR OTHER ANALOG COMPONENTS TAM ESTIMATION 74
3.3.5.1 Other analog components TAM, 2023 74
3.3.6 FRAMEWORK FOR DRAM & NAND TAM ESTIMATION 75
3.3.6.1 DRAM & NAND market size calculation, 2023 75
3.3.7 COMPARISON OF GENERATIVE AI CLOUD PLATFORMS 77

List of Tables

TABLE 1 CPU SERVER: BILL OF MATERIAL (BOM), 2023 17
TABLE 2 COST STRUCTURE OF GPU/AI SERVERS FOR NVIDIA’S A100, 2023 18
TABLE 3 COST STRUCTURE OF GPU/AI SERVERS FOR NVIDIA’S H100, 2023 20
TABLE 4 LIST OF GLOBAL DATA PROTECTION REGULATIONS 23
TABLE 5 PROCESSOR TYPE-WISE POWER CONSUMPTION IN TDP (THERMAL DESIGN POWER), 2022–2025 31
TABLE 6 AI SEMICONDUCTOR MARKET, BY PROCESSOR TYPE, 2023–2029 (USD BILLION) 33
TABLE 7 AI SEMICONDUCTOR MARKET, BY PROCESSOR TYPE, 2023–2029 (MILLION UNITS) 34
TABLE 8 AI SEMICONDUCTOR MARKET, BY SENSOR TYPE, 2023–2029 (USD MILLION) 35
TABLE 9 AI SEMICONDUCTOR MARKET, BY SENSOR TYPE, 2023–2029 (THOUSAND UNITS) 36
TABLE 10 AI SEMICONDUCTOR MARKET, BY CONNECTIVITY COMPONENT,
2023–2029 (USD MILLION) 37
TABLE 11 AI SEMICONDUCTOR MARKET, BY CONNECTIVITY COMPONENT,
2023–2029 (THOUSAND UNITS) 37
TABLE 12 AI SEMICONDUCTOR MARKET, BY POWER COMPONENT,
2023–2029 (USD MILLION) 38
TABLE 13 AI SEMICONDUCTOR MARKET, BY POWER COMPONENT,
2023–2029 (MILLION UNITS) 39
TABLE 14 AI SEMICONDUCTOR MARKET, BY OTHER ANALOG COMPONENT,
2023–2029 (USD MILLION) 40
TABLE 15 AI SEMICONDUCTOR MARKET, BY OTHER ANALOG COMPONENT,
2023–2029 (MILLION UNITS) 41
TABLE 16 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY PROCESSOR TYPE, 2023–2029 (USD BILLION) 43
TABLE 17 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY PROCESSOR TYPE, 2023–2029 (MILLION UNITS) 44
TABLE 18 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY DRAM,
2023–2029 (USD MILLION) 45
TABLE 19 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY DRAM,
2023–2029 (PETABYTE) 46
TABLE 20 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY NAND (STORAGE SSD), 2023–2029 (USD MILLION & PETABYTE) 46
TABLE 21 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY SENSOR TYPE,
2023–2029 (USD MILLION) 48
TABLE 22 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY SENSOR TYPE,
2023–2029 (THOUSAND UNITS) 48
TABLE 23 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY CONNECTIVITY DEVICE, 2023–2029 (USD MILLION) 50
TABLE 24 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY CONNECTIVITY DEVICE, 2023–2029 (THOUSAND UNITS) 50
TABLE 25 INTERCONNECT MARKET, BY COMPONENT, 2023–2029 (USD MILLION) 51
TABLE 26 INTERCONNECT MARKET, BY COMPONENT, 2023–2029 (MILLION UNITS) 51
TABLE 27 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY POWER COMPONENT, 2023–2029 (USD MILLION) 53
TABLE 28 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY POWER COMPONENT, 2023–2029 (MILLION UNITS) 53
TABLE 29 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY OTHER ANALOG COMPONENT, 2023–2029 (USD MILLION) 55
TABLE 30 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET, BY OTHER ANALOG,
2023–2029 (MILLION UNITS) 56
TABLE 31 TO CAPITALIZE ON AI OPPORTUNITY, ADI SHOULD DEVELOP DATA CENTER-SPECIFIC PRODUCT PORTFOLIO 61
TABLE 32 PROCESSOR TAM, 2023 67
TABLE 33 EDGE PROCESSOR/GPU TAM, 2023 67
TABLE 34 (TPU, TRAINIUM, INFERENTIA, ALI, BIREN, ETC.) TAM, 2023 68
TABLE 35 CPU TAM, 2023 68
TABLE 36 SENSOR TAM, 2023 68
TABLE 37 HUMIDITY SENSOR TAM, 2023 69
TABLE 38 AIRFLOW SENSOR TAM, 2023 69
TABLE 39 TEMPERATURE SENSOR AT PROCESSOR LEVEL, 2023 69
TABLE 40 TEMPERATURE SENSOR AT RACK LEVEL, 2023 70
TABLE 41 TEMPERATURE SENSOR AT SERVER LEVEL, 2023 70
TABLE 42 CONNECTIVITY DEVICE TAM, 2023 70
TABLE 43 NIC/ETHERNET ADAPTERS TAM, 2023 70
TABLE 44 SWITCHES TAM, 2023 71
TABLE 45 INTERCONNECTS TAM, 2023 71
TABLE 46 POWER COMPONENT TAM, 2023 72
TABLE 47 POWER COMPONENTS AT GPU/EDGE PROCESSOR LEVEL, 2023 73
TABLE 48 POWER COMPONENTS AT AI SERVER LEVEL, 2023 73
TABLE 49 OTHER ANALOG COMPONENTS TAM, 2023 74
TABLE 50 OTHER ANALOG COMPONENTS AT SERVER LEVEL, 2023 74
TABLE 51 FAN CONTROLLER AT SERVER LEVEL, 2023 75
TABLE 52 PROCESSOR TYPE TAM, 2023 75
TABLE 53 DRAM CALCULATION FOR CPU/SYSTEM 75
TABLE 54 DRAM CALCULATION FOR EDGE PROCESSORS/ASIC 75
TABLE 55 NAND (STORAGE SSD) CALCULATION PER SERVER 76
TABLE 56 SIZE AND CAPACITY OF UPCOMING DATA CENTERS BY HYPERSCALERS 76

List of Figures

FIGURE 1 MARKET DYNAMICS: ANALYSIS OF KEY DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 10
FIGURE 2 DATA CENTER ECOSYSTEM ANALYSIS 16
FIGURE 3 CPU SERVER: BILL OF MATERIAL (BOM) SHARE, 2023 16
FIGURE 4 NVIDIA A100 SERVER: BILL OF MATERIAL (BOM) SHARE, 2023 17
FIGURE 5 NVIDIA H100 SERVER: BILL OF MATERIAL (BOM) SHARE, 2023 19
FIGURE 6 GLOBAL OVERALL SERVER & ARTIFICIAL INTELLIGENCE (AI) SERVER SHIPMENT, 2023–2029 (THOUSAND UNITS) 21
FIGURE 7 REGIONAL STATUS OF DATA PROTECTION AND PRIVACY LAWS
WORLDWIDE (2021) 22
FIGURE 8 UPCOMING DEPLOYMENTS OF DATA CENTER BY CLOUD SERVICE
PROVIDER IN VARIOUS REGIONS 25
FIGURE 9 MARKET SHARE OF TOP VENDORS IN FUNDAMENTAL MODELS
AND PLATFORMS FOR GENERATIVE AI, 2023 25
FIGURE 10 ADOPTION RATE OF GENERATIVE AI USE CASES, BY REGION, 2023 26
FIGURE 11 NEW SERVICE OPPORTUNITIES IN GEN AI 28
FIGURE 12 CAPITAL EXPENDITURES OF GLOBAL CLOUD SERVICE PROVIDERS AND HYPERSCALERS, 2020–2029 29
FIGURE 13 GLOBAL SHARE OF CAPITAL EXPENDITURES BY LEADING CLOUD SERVICE PROVIDERS AND HYPERSCALERS, 2023 29
FIGURE 14 MARKET SHARE OF GLOBAL CSPS AND HYPERSCALERS’ SPENDING ON IT EQUIPMENT, 2023 30
FIGURE 15 NVIDIA’S DATACENTER GPU POWER CONSUMPTION IN TDP
(THERMAL DESIGN POWER) 31
FIGURE 16 INTEL DATACENTER GPU POWER CONSUMPTION IN TDP
(THERMAL DESIGN POWER) 31
FIGURE 17 GLOBAL DATA CREATION, 2018–2035 32
FIGURE 18 GLOBAL DATA CENTER POWER CONSUMPTION, 2020–2030 (TERAWATT-HOUR) 32
FIGURE 19 AI SEMICONDUCTOR MARKET IN TERMS OF VALUE, BY PROCESSOR, 2023–2029 33
FIGURE 20 AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME, BY PROCESSOR,
2023–2029 34
FIGURE 21 AI SEMICONDUCTOR MARKET IN TERMS OF VALUE, BY SENSOR, 2023–2029 35
FIGURE 22 AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME, BY SENSOR, 2023–2029 35
FIGURE 23 AI SEMICONDUCTOR MARKET IN TERMS OF VALUE, BY CONNECTIVITY,
2023–2029 36
FIGURE 24 AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME, BY CONNECTIVITY,
2023–2029 37
FIGURE 25 AI SEMICONDUCTOR MARKET IN TERMS OF VALUE, BY POWER, 2023–2029 38
FIGURE 26 AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME, BY POWER, 2023–2029 39
FIGURE 27 AI SEMICONDUCTOR MARKET IN TERMS OF VALUE, BY OTHER ANALOG,
2023–2029 40
FIGURE 28 AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME, BY OTHER ANALOG,
2023–2029 41
FIGURE 29 CLOUD DATA CENTER AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
2023–2029 42
FIGURE 30 CLOUD DATA CENTER AI SEMICONDUCTOR MARKET SHARE IN TERMS OF VALUE, BY PRODUCT, 2023 VS. 2029 42
FIGURE 31 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY PROCESSOR, 2023–2029 44
FIGURE 32 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME,
BY PROCESSOR, 2023–2029 44
FIGURE 33 PROCESSOR MARKET SHARE IN TERMS OF VOLUME (%), BY PRODUCT,
2023 VS. 2029 45
FIGURE 34 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY DRAM, 2023–2029 46
FIGURE 35 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME,
BY DRAM, 2023–2029 47
FIGURE 36 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY NAND (STORAGE SSD), 2023–2029 47
FIGURE 37 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME,
BY NAND (STORAGE SSD), 2023–2029 48
FIGURE 38 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY SENSOR, 2023–2029 49
FIGURE 39 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME,
BY SENSOR, 2023–2029 49
FIGURE 40 SENSOR TYPE MARKET SHARE IN TERMS OF VOLUME (%), 2023 VS. 2029 49
FIGURE 41 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY CONNECTIVITY, 2023–2029 51
FIGURE 42 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME, BY CONNECTIVITY, 2023–2029 52
FIGURE 43 CONNECTIVITY COMPONENT MARKET SHARE IN TERMS OF VOLUME (%),
2023 VS. 2029 52
FIGURE 44 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY POWER, 2023–2029 54
FIGURE 45 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME,
BY POWER, 2023–2029 54
FIGURE 46 POWER COMPONENT MARKET SHARE IN TERMS OF VOLUME (%), 2023 VS. 2029 54
FIGURE 47 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VALUE,
BY OTHER ANALOG, 2023–2029 56
FIGURE 48 CLOUD DATA CENTER: AI SEMICONDUCTOR MARKET IN TERMS OF VOLUME,
BY OTHER ANALOG, 2023–2029 57
FIGURE 49 OTHER ANALOG COMPONENT MARKET SHARE IN TERMS OF VOLUME (%),
2023 VS. 2029 57
FIGURE 50 ICT VERTICAL CAPTURED ONE-THIRD OF GLOBAL CLOUD SERVICES
REVENUE IN 2023 58
FIGURE 51 AI SERVER PROCUREMENT BY CLOUD SERVICE PROVIDERS IN TERMS OF VOLUME, 2020–2029 59
FIGURE 52 DATA CENTER EDGE PROCESSOR MARKET SHARE IN TERMS OF VOLUME,
BY COMPANY, 2023 VS. 2024 60
FIGURE 53 DATA CENTER EDGE PROCESSOR MARKET SHARE IN TERMS OF VOLUME,
BY PRODUCT, 2023 VS. 2024 60
FIGURE 54 AI SEMICONDUCTOR TAM, 2023 65
FIGURE 55 TOTAL AI TAM: USD 77.1 BN CAGR (2024–2029): 25–30% 66

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