Shopee US Business Recruitment shipments are expected to grow by 28%

1. The server market continues to expand, and shipments are expected to grow by 28% in 2025

Market growth: TrendForce predicts that global server shipments will grow by 28% year-on-year in 2025, mainly driven by North American cloud service providers (CSPs) and sovereign cloud projects in the Middle East and Europe410.

Output value soars: The output value of Shopee US Business Recruitment servers is expected to reach US$298 billion, accounting for 70% of the overall server market, far higher than traditional servers10.

Driving factors:

NVIDIA Blackwell architecture (B100/GB300) is expected to be mass-produced in Q3 2025, driving demand for high-end Shopee US Business Recruitment servers10.

Cloud vendors are accelerating the deployment of self-developed ASIC chips (such as AWS TrShopee US Business Recruitmentnium, Google TPU), and AWS self-developed Shopee US Business Recruitment chip shipments may double in 20254.

2. Shopee US Business RecruitmentMemory technology has become a key bottleneck, and competition among the three giants has intensified

SK Hynix leads the market:

It occupies 50% of the global HBM market, HBM3e has a market share of up to 70%, and has already supplied NVIDIA in batches69.

Plan to mass-produce 12-layer HBM4 in the second half of 2025 to consolidate its technological advantage6.

Samsung is caught up:

HBM3e 12Hi certification was delayed to Q4, affecting supply to NVIDIA, and was forced to cut production capacity29.

Accelerate HBM4 research and development, plan to send samples to AMD and NVIDIA in August, trying to turn the tables6.

Micron accelerates layout:

HBM3e yield has increased, and shipments are expected to increase significantly in 2025Q4, and HBM4 has been sent to customers9.

Establish a "cloud memory business department" to focus on the HBM market5.

3. HBM market supply, demand and price trends

Short-term supply and demand imbalance: HBM revenue is expected to double to US$34 billion in 2025, accounting for 18% of the DRAM market58.

Price cuts may occur in 2026:

Goldman Sachs predicts that HBM prices may fall by 10%3 as Samsung and Micron expand production.

However, HBM4 may maintain a premium due to technology upgrades (higher bandwidth, number of stacking layers)9.

4. Future challenges and opportunities

Supply chain risks:

US chip controls on China affect HBM demand (such as SK Hynix's increased production after the lifting of the ban on NVIDIA H20)9.

If Samsung continues to delay certification, it may further lose market share2.

Emerging application scenarios:

Smartphone and electric vehicle manufacturers explore HBM applications, which may become a new growth point9.

HBM4 is expected to become mainstream in 2026, with SK Hynix, Samsung and Micron competing to seize the opportunity6.

Conclusion

In 2025, the demand for servers is strong, and HBM3e memory technology has become a key bottleneck. SK Hynix dominates the market with its first-mover advantage, but Samsung and Micron are catching up. In the future, HBM4 technology iteration, supply chain stability and emerging applications (such as automotive Shopee US Business Recruitment) will reshape the industry landscape. If Samsung cannot break through the certification dilemma, market concentration may further tilt towards SK Hynix369.