Research Reports


AI Server/HBM/Server


Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

2025/05/05

Wafer Foundries , AI Server/HBM/Server

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According to the global market intelligence firm TrendForce, as the limitations of Moore’s Law become more apparent, IC packaging and testing have become critical for the continued...

Server Market Bulletin_20250502

2025/05/02

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of global CSPs and corresponding enterprises OEMs, and renews the annual outlook of server demand...

2025 AI Server Market and Key Supply Chain Dynamics

2025/05/02

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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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 , Cloud / Edge Computing , Artificial Intelligence

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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

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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 , Artificial Intelligence

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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.

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