Research Reports


AI Server/HBM/Server


NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

2025/02/27

AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...

Server DIMM Price Feb. 2025

2025/02/27

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

2025/02/26

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...

Implications and Impact of DeepSeek

2025/02/25

DRAM , AI Server/HBM/Server

 PDF

Inside DeepSeek
AI Software Ecosystem
AI Hardware Ecosystem
Implications & Impact
Opportunities

1Q25 Server DRAM Datasheet

2025/02/25

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

2025/02/24

NAND Flash , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the arrival of NVIDIA’s H series in 4Q24 spurred enterprise SSD orders...

Server Market Bulletin_20250220

2025/02/20

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of US CSPs and corresponding OEMs...

1Q25 Enterprise SSD Datasheet

2025/02/19

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.

Enterprise SSD Contract Price 1Q25(updated)

2025/02/18

NAND Flash , AI Server/HBM/Server

 PDF

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 assembling...

HBM Market Bulletin_20250214

2025/02/14

AI Server/HBM/Server

 PDF

The three major HBM suppliers—Micron, SK Hynix, and Samsung—each held their quarterly earnings calls on December 18, January 23, and January 31, respectively...

Get in touch with us