AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
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...
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...
Regarding the production of HBM products, SK hynix continues to dominate the market. SK hynix plans to double its production capacity by 2025...
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...
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...
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...
Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market exhibited a clear divergence this month...
According to the latest research by TrendForce, the global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 13.7M units, with the market value anticipated to hit...
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