Research Reports


AI Server/HBM/Server


Restocking Activities Are Poised to Begin in Upstream of Supply Chain and Server Market Is in Peak Season; Global Server Shipments Will Show QoQ Growth for 2Q24 and 3Q24

2024/06/25

DRAM , AI Server/HBM/Server

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According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...

Server Market Bulletin_20240620

2024/06/20

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

Competitions between x86 and ARM to Ascend Growth of AI PC Market in 2025 as Cloud AI Servers Concatenate Edge AI Applications

2024/06/18

AI Server/HBM/Server

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As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...

Server Market Report_2Q24

2024/06/11

DRAM , AI Server/HBM/Server

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Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View

Server Market Bulletin_20240606

2024/06/06

DRAM , AI Server/HBM/Server

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

Server DRAM Industry Analysis-2Q24

2024/05/31

DRAM , AI Server/HBM/Server

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Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...

Server DIMM Price May 2024

2024/05/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...

Revenue from Enterprise SSDs Grew by More than 60% QoQ for 1Q24 Due to Orders Being Driven by SSD Adoption in AI Server Segment

2024/05/24

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that SSD demand rebounded in 1Q24, unlike the situation in 1Q23 when there was a sharp decline in SSD orders due to buyers focusing on inventory reduction...

Easing of GPU Shortage Allowed Data Center Business to Account for 87% of NVIDIA’s Revenue for FY1Q25; Sources of Demand for AI Servers Expand beyond CSPs to Include Sovereign Cloud and Other Applications

2024/05/24

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that this year, NVIDIA’s revenue growth is primarily being driven by the demand from major North American CSPs, server brands (OEMs)...

Server Market Bulletin_20240523

2024/05/23

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

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