TrendForce forecasts a 28% increase in AI server shipments for 2024, with ASICs gaining a larger share, potentially benefiting companies like AIChip, GUC, and MediaTek. North American CSPs are driving this growth through increased AI infrastructure investment and replacement of general-purpose servers. While GPUs still dominate, Google and Meta are expanding their custom ASIC solutions, with Google being a leader in the ASIC market.