Research Reports


AI Server/HBM/Server


2025 AI Server Market and Key Supply Chain Dynamics

2025/05/02

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 DIMM Price Apr. 2025

2025/04/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, an apparent divergence was seen from prices of the server DRAM market in April...

Enterprise SSD Contract Price 2Q25

2025/04/29

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, order demand for 2Q25 is rendering complex and double-edged effects due to significant repercussions from tariffs...

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

2025/04/29

AI Server/HBM/Server

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With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...

HBM Industry Analysis-2Q25

2025/04/24

AI Server/HBM/Server

 PDF

Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

2025/04/17

AI Server/HBM/Server

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According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...

Server Market Bulletin_20250417

2025/04/17

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs...

2Q25 HBM Datasheet

2025/04/17

AI Server/HBM/Server

 EXCEL

With our expertise in the memory market, this provides a comprehensive analysis and forecast on HBM market share, ASP, wafer capacity, demand consumption, etc.

HBM Market Bulletin_20250416

2025/04/16

AI Server/HBM/Server

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The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

2025/04/09

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

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