Research Reports


AI Server/HBM/Server


NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

2025/03/11

AI Server/HBM/Server

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As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

2025/03/11

DRAM , AI Server/HBM/Server

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According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...

Server DRAM Industry Analysis-1Q25

2025/03/07

DRAM , AI Server/HBM/Server

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Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q24...

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

2025/03/07

DRAM , AI Server/HBM/Server

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As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...

Server Market Bulletin_20250306

2025/03/06

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, as well as updates on the supply chain of server cooling...

HBM Market Dynamics and Forecast - 1Q25

2025/03/05

AI Server/HBM/Server

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The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.

Server Market Report_1Q25

2025/03/03

DRAM , AI Server/HBM/Server

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Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in AI Servers and Data Center Markets During 2025
TRI’s View

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

2025/03/03

AI Server/HBM/Server

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With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...

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

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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

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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...

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