Data center chip market to hit $1.8 trillion by 2030 - Communications Today

According to a recent report by Dell'Oro Group, the global data center IT semiconductors and components market is projected to reach $1.8 trillion by 2030. This forecast marks a significant upward rev... Read original →

The surge in data center chip demand, driven by AI accelerators, is reshaping the entire semiconductor ecosystem. Upstream memory and storage chips face sustained price hikes due to capacity constraints, while midstream CPUs and NICs grapple with the shift toward heterogeneous computing. Downstream server components must manage a 200GW power increase, intensifying infrastructure demands. Geopolitical tensions further complicate supply chains, prompting companies to diversify sourcing strategies. Competitors like NVIDIA, AMD, and Intel are aggressively advancing AI chip technologies and packaging innovations to boost efficiency. In the next 12–24 months, memory and storage pricing may stabilize, but overall market growth will persist, especially amid rising demand for inference and generative AI workloads, fueling expansion in general-purpose server markets.