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Forecast on ASIC AI Server Market for 2024
Dynamics of Leading CSPs’ AI Servers Infrastructures and Respective ASICs
Key Supply Chain Players of ASIC AI Market
Key Takeaways
According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily targets semiconductor equipment...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for this quarter’s server DRAM contract prices are still underway, and have yet to become fully distinctive...
According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...
This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...
Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...
Global Server Market – Performance in 4Q23 and Outlook for 1Q24
Development of Server Brands and CSPs
Development of Taiwanese Server OEMs and Key Supply Chains
TRI’s View
TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerated the deployment of digital infrastructure...
As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...
This week’s Bulletin provides an update on ODMs’ development in the server and AI market, as well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...
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