Research Reports


AI Server/HBM/Server


DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025/01/28

DRAM , NAND Flash , AI Server/HBM/Server

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According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...

Server DIMM Price Jan. 2025

2025/01/24

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...

2025 AI Server Market and Key Supply Chain Dynamics

2025/01/24

AI Server/HBM/Server

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AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways

Server Market Bulletin_20250123

2025/01/23

DRAM , AI Server/HBM/Server

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

Enterprise SSD Contract Price 1Q25

2025/01/22

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty in system assemblage...

HBM Industry Analysis-1Q25

2025/01/22

AI Server/HBM/Server

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Regarding the production of HBM products, SK hynix continues to dominate the market. SK hynix plans to double its production capacity by 2025...

HBM Market Bulletin_20250115

2025/01/15

AI Server/HBM/Server

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In 1H24, Micron and SK hynix successively completed the qualification of their HBM3e 8hi products with NVIDIA. The H200, which is the first AI chip to adopt this type of memory...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

2025/01/15

Wafer Foundries , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, shipments of chips under NVIDIA’s new Blackwell platform, which is set to launch in 2025...

DRAM Monthly Datasheet Jan. 2025

2025/01/15

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 Jan. 2025

2025/01/15

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.

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