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According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...
From this August to September, HBM suppliers have been unveiling their product development plans for the period between 2025 and 2030 through events like SEMICON Taiwan 2024...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as added updates on the supply chain of server cooling...
According to latest research by global market intelligence firm TrendForce, demand in the global AI server market will remain strong through 2024...
Global AI Servers Market Forecast
Outlook of the Leading CSPs’ AI Servers Infra and self-developed ASICs
Global Footprint of CSPs’ Data Centers
Dynamics of Key Supply Chain Players of CSPs’ ASIC
Key Takeaways
Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have yet to full conclude...
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.
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
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