Research Reports


AI Server/HBM/Server


Enterprise SSD Market Saw Contract Prices Rise by Over 25% QoQ and Revenue Grow by 50% in 2Q24 Due to AI-related Demand Causing SSD Shortage

2024/08/26

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the second quarter saw a significant increase in the procurement of enterprise SSDs...

Server DRAM Suppliers Continued to Rise in Revenue by 37.5% QoQ and 217% YoY amidst Surging Demand for DDR5

2024/08/22

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...

HBM Market Bulletin_20240820

2024/08/20

AI Server/HBM/Server

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HBM achieves high bandwidth and high density through backend process steps such as TSV and 3D stacking. However, these process steps also create bottlenecks in improving production yields...

Server Market Bulletin_20240815

2024/08/15

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. According to previous analyses...

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

2024/08/06

AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...

Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

2024/08/05

AI Server/HBM/Server

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TrendForce expects the AI market to maintain high growth throughout the rest of 2024, with global shipments of AI chips projected to increase by...

Server Market Report_3Q24

2024/08/05

DRAM , AI Server/HBM/Server

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Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Orientations of AI Server Supply Chain for 2H24
TRI’s View

Server Market Bulletin_20240801

2024/08/01

DRAM , AI Server/HBM/Server

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

Server DIMM Price Jul. 2024

2024/07/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of server DRAM are still underway right now as market participants have yet to reach a consensus...

2025 AI Server and HBM Market Dynamics and Forecast

2024/07/31

AI Server/HBM/Server

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AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways

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