Research Reports


AI Server/HBM/Server


2Q25 Enterprise SSD Datasheet

2025/05/16

NAND Flash , AI Server/HBM/Server

 EXCEL

Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.

Server Market Bulletin_20250515

2025/05/15

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

HBM Market Bulletin_20250515

2025/05/15

AI Server/HBM/Server

 PDF

In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...

DRAM Monthly Datasheet May 2025

2025/05/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

DRAM Monthly Datasheet May 2025

2025/05/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

2025/05/09

AI Server/HBM/Server

 PDF

As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

2025/05/07

Wafer Foundries , AI Server/HBM/Server

 PDF

For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

2025/05/05

AI Server/HBM/Server

 PDF

According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...

Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

2025/05/05

Wafer Foundries , AI Server/HBM/Server

 PDF

According to the global market intelligence firm TrendForce, as the limitations of Moore’s Law become more apparent, IC packaging and testing have become critical for the continued...

Server Market Bulletin_20250502

2025/05/02

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of global CSPs and corresponding enterprises OEMs, and renews the annual outlook of server demand...

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