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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...
As HBM advances to the latest HBM3e generation, both capacity and sales price have increased, which has subsequently contributed to the growth of DRAM revenue...
Global AI Server Market Forecast
Introduction of Transceiver
Transformation from Pluggable Transceiver Optics to CPO
Dynamics of the CPO Development
Key Takeaways
AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
At the SK AI Summit 2024 on November 4th, SK hynix unveiled its HBM3e 16hi product that is currently under development. Each “cube” of this HBM3e 16hi product holds 48GB...
This week’s Bulletin provides an update on the respective market of US CSPs and corresponding enterprise OEMs...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for the server market are expected to grow by 3-8% after entering 4Q24 primarily thanks to the strong demand for DDR5...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA is scheduled to mass produce GB300 between the end of 2Q25 and early 3Q25...
According to the latest survey by the global market intelligence firm TrendForce, NVIDIA’s GB200 rack solutions are set to be shipped by the end of this year...
As indicated by the survey of global market intelligence firm TrendForce, North America’s establishment of AI servers upon receiving NVIDIA’s products has actuated orders for 4TB SSD...
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