세계의 데이터센터용 칩 시장 : 구성요소별, 데이터센터 규모별, 용도별, 최종 이용 산업별, 지역별, 기회 및 예측(2018-2032년)

Global data center chip market is projected to witness a CAGR of 10.36% during the forecast period 2025-2032, growing from USD 14.59 billion in 2024 to USD 32.10 billion in 2032. The global data center chip market is witnessing rapid growth, driven by the rising adoption of AI, cloud computing, and big data technologies. Ongoing innovations by leading players and the increasing need for energy-efficient, high-performance chips are reshaping data center architectures.

As digital adoption accelerates across sectors such as BFSI, IT and telecom, and manufacturing, organizations require more robust infrastructure to store, process, and analyze massive data volumes. This has sharply increased demand for high-performance and energy-efficient chips, which power the core functions of modern data centers.

Advanced technologies such as artificial intelligence (AI), machine learning (ML), and cloud computing are no longer optional-they are fundamental to operational excellence, competitive advantage, and real-time decision-making. These technologies require advanced chips with greater computing capability, bandwidth, and efficiency. Additionally, the growing emphasis on energy efficiency and cost-effectiveness has prompted innovations in chip architecture. For instance, in November 2023, Broadcom Inc. announced the launch of the Trident 5-X12 chip, which features the NetGNT on-chip inference engine. It augments the underlying packet-processing pipeline by utilizing ML for recognizing traffic patterns throughout the entire chip, enhancing network analysis.

In conclusion, the market's trajectory is shaped by both technological advancement and the digital economy's expansion. As the volume of global data generation continues to increase, the demand for high-efficiency data center chips is poised to remain strong, positioning this market for sustained growth and innovation in the upcoming years.

Rising Demand for Generative AI and Machine Learning Propels Global Data Center Chip Market Demand

The growing demand for generative AI, large language models, and advanced machine learning algorithms is one of the strongest inducements that drive the global data center chip market. As companies increasingly shift business applications to AI, ranging from customer service chatbots to predictive analytics and content generation, the landscape of enterprise operations continues to evolve. There has been a dramatic rise in demand for hardware which is fulfilling the purpose of building extraordinarily high-volume data processing in real time. Traditional CPUs are no longer sufficient to cope with generative AI inference and training computational requirements; hence, the evolution and deployment of top-tier AI accelerators and GPUs are accelerated. Furthermore, companies in the market are launching different high-tech data center chips to address the rising demand and offer better services to businesses.

For instance, in March 2022, NVIDIA Corporation released the H100 data center chips to address the demand as these chips are specifically meant for AI workloads and deliver up to two times the performance of earlier-generation CPUs, enabling faster model training, more throughput, and better inference capabilities. As the rapid growth of generative AI applications in healthcare, finance, and retail industries continues, chips such as H100 have become a necessity in ensuring AI-based services are scalable and efficient.

Strategic Innovation and Customization in Chip Architecture Surges Market Demand

Strategic innovation and customization in chips are another driving forces for the increase in global data center chip market demand. The strategic transformation towards power-efficient and optimized chip design is designed to target cloud computing, AI adoption, and data center efficiency. With increasing operating expenses and mounting challenges related to sustainability concerns, companies are emphasizing chips that not only deliver high performance but also use low power with reduced heat generation. This has led to tremendous R&D costs and collaborations towards developing novel chip solutions.

For instance, in May 2024, the collaboration between HCL Technologies Limited and Arm Limited announced the creation of bespoke AI silicon chips for data center efficiency. With Arm's Neoverse Compute Subsystems, they are concentrating on improving AI workloads without compromising energy efficiency and an increasingly important requirement in today's data centers. This action not only underscores the trend toward custom chip solutions but also indicates that the industry is moving away from one-size-fits-all processors to architecture-oriented silicon that could be customized for performance and power. With growing demand for cloud services and AI computing, the strategic partnerships and architectural breakthroughs are poised to continue to be priorities in the market, pushing the edge further in scalability, customizability, and sustainability.

BFSI Segment Holds Largest Global Data Center Chip Market Share

The Banking, Financial Services, and Insurance segment constitutes the largest market share of the global data center chip market. It is driven by the surging reliance of businesses on processing data in real time, cybersecurity, fraud detection, and customer personal experiences, all of which require high-performance computing platforms. Data center chips are essential to enable the rapid, secure, and efficient processing of data, allowing financial institutions to offer smooth digital services and making it easier for AI-driven analytics.

As the BFSI sector observes digital expansion, firms are deploying AI algorithms in investment modeling, credit scoring, risk analysis, and customer service using chatbots, driving the global data center chip market growth.

For instance, in February 2025, Intel Corporation introduced the Intel Xeon 6 processors, which feature performance cores to offer best-in-class performance for data centers, such as two times higher performance in AI calculations. The processors support complex financial calculations and AI workloads, making them highly desirable for banks and insurance companies.

North America Dominates Global Data Center Chip Market Size

North America is the market leader in the global data center chip market due to its high-tech infrastructure, strong position of leading semiconductor companies, and huge demand for cloud computing and artificial intelligence services. The area also accommodates some of the largest technology firms, such as Google LLC, NVIDIA Corporation, and Advanced Micro Devices, Inc. (AMD) investing in the development of high-performance and power-efficient chips to support large-scale data center and AI operations. In addition, the early implementations of emerging technologies such as generative AI, machine learning, and large language models in North America have also accelerated the demand for high-power data center chips.

For instance, in November of 2024, Advanced Micro Devices, Inc., launched a next-gen data center processor with AI acceleration integrated. The new chip provides enhanced data analytics and machine learning performance, providing enterprises with a significant boost for high-performance computing workloads in the data center.

Furthermore, government support for innovation, an increasing investment in R&D, and mature data center infrastructure give North America a competitive edge. All these together further strengthen the region's supremacy and are likely to keep propelling its leadership in the global data center chip market.

Impact of U.S. Tariffs on Global Data Center Chip Market

U.S. tariffs, especially imposed on Chinese imports of semiconductors, have caused significant disruptions in the global data center chip market. The tariffs have driven up the price of raw materials and components, which has affected the supply chain of cloud service providers and chipmakers that depend on international manufacturing centers. The firms are currently experiencing higher delivery timelines and production costs, causing higher prices for the final consumer. Subsequently, several companies are diversifying their supply chain, relocating production to such places as Southeast Asia or opening domestic chip fabrication. Over the long term, these tariffs have the potential to redefine the global chip supply chain by promoting regional independence and changing trade patterns within the data center space.

Key Players Landscape and Outlook

The global data center chip market is a competitive and fast-moving market with quick innovation, which keeps the industry fragmented. Several technology leaders are consistently developing and delivering advanced chips that support AI, cloud computing, and big data processing. The rise in energy efficiency requirements and high-performance computing has propelled the creation of custom silicon and AI accelerators, highlighting each company's shift to dominate this evolving market.

For instance, in February 2025, STMicroelectronics International N.V. announced a collaboration with Amazon Web Services, Inc. to launch a new computer chip for the growing integration of AI in data centers. Utilizing photonics technology, the chip employs light instead of electricity, boosting speed and reducing power consumption for AI-powered data centers. These sophisticated chips will play a vital role to play in transceivers, which are essential elements in data center infrastructure. Moreover, the market is poised to become more fragmented as local contenders and upstarts such as Rebellions in Korea enter the market with specialty, power-sipping AI chips. For consumers and stakeholders, it would be necessary to stay abreast of technology trends and measure chip performance based on dedicated workloads. Choosing the right partners with expandable and future-proof chip solutions can result in operational efficiency, reduced energy consumption, and a digital transformation edge.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Impact of U.S. Tariffs

4. Executive Summary

5. Voice of Customers

• 5.1. Respondent Demographics
• 5.2. Brand Awareness
• 5.3. Factors Considered in Purchase Decisions
• 5.4. Challenges Faced Post Purchase

6. Global Data Center Chip Market Outlook, 2018-2032F

• 6.1. Market Size Analysis & Forecast
  • 6.1.1. By Value
• 6.2. Market Share Analysis & Forecast
  • 6.2.1. By Component
    • 6.2.1.1. Processors
    • 6.2.1.2. Memory
    • 6.2.1.3. Networking
    • 6.2.1.4. Others
  • 6.2.2. By Data Center Size
    • 6.2.2.1. Small Data Centers
    • 6.2.2.2. Medium-Sized Data Centers
    • 6.2.2.3. Large Data Centers
  • 6.2.3. By Application
    • 6.2.3.1. Artificial Intelligence
    • 6.2.3.2. Cloud Computing
    • 6.2.3.3. Big Data Analytics
  • 6.2.4. By End-user Industry
    • 6.2.4.1. Banking, Financial Services and Insurance (BFSI)
    • 6.2.4.2. Healthcare
    • 6.2.4.3. IT and Telecom
    • 6.2.4.4. Manufacturing
    • 6.2.4.5. Retail and E-Commerce
    • 6.2.4.6. Others
  • 6.2.5. By Region
    • 6.2.5.1. North America
    • 6.2.5.2. Europe
    • 6.2.5.3. Asia-Pacific
    • 6.2.5.4. South America
    • 6.2.5.5. Middle East and Africa
  • 6.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2024)
• 6.3. Market Map Analysis, 2024
  • 6.3.1. By Component
  • 6.3.2. By Data Center Size
  • 6.3.3. By Application
  • 6.3.4. By End-user Industry
  • 6.3.5. By Region

7. North America Data Center Chip Market Outlook, 2018-2032F

• 7.1. Market Size Analysis & Forecast
  • 7.1.1. By Value
• 7.2. Market Share Analysis & Forecast
  • 7.2.1. By Component
    • 7.2.1.1. Processors
    • 7.2.1.2. Memory
    • 7.2.1.3. Networking
    • 7.2.1.4. Others
  • 7.2.2. By Data Center Size
    • 7.2.2.1. Small Data Centers
    • 7.2.2.2. Medium-Sized Data Centers
    • 7.2.2.3. Large Data Centers
  • 7.2.3. By Application
    • 7.2.3.1. Artificial Intelligence
    • 7.2.3.2. Cloud Computing
    • 7.2.3.3. Big Data Analytics
  • 7.2.4. By End-user Industry
    • 7.2.4.1. Banking, Financial Services and Insurance (BFSI)
    • 7.2.4.2. Healthcare
    • 7.2.4.3. IT and Telecom
    • 7.2.4.4. Manufacturing
    • 7.2.4.5. Retail and E-Commerce
    • 7.2.4.6. Others
  • 7.2.5. By Country
    • 7.2.5.1. United States
    • 7.2.5.2. Canada
    • 7.2.5.3. Mexico
• 7.3. Country Market Assessment
  • 7.3.1. United States Data Center Chip Market Outlook, 2018-2032F
    • 7.3.1.1. Market Size Analysis & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share Analysis & Forecast
      • 7.3.1.2.1. By Component
        • 7.3.1.2.1.1. Processors
        • 7.3.1.2.1.2. Memory
        • 7.3.1.2.1.3. Networking
        • 7.3.1.2.1.4. Others
      • 7.3.1.2.2. By Data Center Size
        • 7.3.1.2.2.1. Small Data Centers
        • 7.3.1.2.2.2. Medium-Sized Data Centers
        • 7.3.1.2.2.3. Large Data Centers
      • 7.3.1.2.3. By Application
        • 7.3.1.2.3.1. Artificial Intelligence
        • 7.3.1.2.3.2. Cloud Computing
        • 7.3.1.2.3.3. Big Data Analytics
      • 7.3.1.2.4. By End-user Industry
        • 7.3.1.2.4.1. Banking, Financial Services and Insurance (BFSI)
        • 7.3.1.2.4.2. Healthcare
        • 7.3.1.2.4.3. IT and Telecom
        • 7.3.1.2.4.4. Manufacturing
        • 7.3.1.2.4.5. Retail and E-Commerce
        • 7.3.1.2.4.6. Others

All segments will be provided for all regions and countries covered

8. Europe Data Center Chip Market Outlook, 2018-2032F

• 8.1. Germany
• 8.2. France
• 8.3. Italy
• 8.4. United Kingdom
• 8.5. Russia
• 8.6. Netherlands
• 8.7. Spain
• 8.8. Turkey
• 8.9. Poland

9. Asia-Pacific Data Center Chip Market Outlook, 2018-2032F

• 9.1. India
• 9.2. China
• 9.3. Japan
• 9.4. Australia
• 9.5. Vietnam
• 9.6. South Korea
• 9.7. Indonesia
• 9.8. Philippines

10. South America Data Center Chip Market Outlook, 2018-2032F

• 10.1. Brazil
• 10.2. Argentina

11. Middle East and Africa Data Center Chip Market Outlook, 2018-2032F

• 11.1. Saudi Arabia
• 11.2. UAE
• 11.3. South Africa

12. Porter's Five Forces Analysis

13. PESTLE Analysis

14. Market Dynamics

• 14.1. Market Drivers
• 14.2. Market Challenges

15. Market Trends and Developments

16. Case Studies

17. Competitive Landscape

• 17.1. Competition Matrix of Top 5 Market Leaders
• 17.2. SWOT Analysis for Top 5 Players
• 17.3. Key Players Landscape for Top 10 Market Players
  • 17.3.1. Arm Limited
    • 17.3.1.1. Company Details
    • 17.3.1.2. Key Management Personnel
    • 17.3.1.3. Key Products/Services Offered
    • 17.3.1.4. Key Financials (As Reported)
    • 17.3.1.5. Key Market Focus and Geographical Presence
    • 17.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 17.3.2. Broadcom Inc.
  • 17.3.3. Huawei Technologies Co., Ltd.
  • 17.3.4. IBM Corporation
  • 17.3.5. Marvell Technology, Inc.
  • 17.3.6. Micron Technology, Inc.
  • 17.3.7. NVIDIA Corporation
  • 17.3.8. Qualcomm Technologies, Inc.
  • 17.3.9. Samsung Electronics Co., Ltd.
  • 17.3.10. STMicroelectronics International N.V.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

18. Strategic Recommendations

19. About Us and Disclaimer