Research Reports


AI Server/HBM/Server


Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

2024/05/22

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024/05/13

DRAM , AI Server/HBM/Server

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According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

Server Market Bulletin_20240509

2024/05/09

DRAM , AI Server/HBM/Server

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

2024 AI Server and HBM Market Dynamics and Forecast

2024/05/02

AI Server/HBM/Server

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2024 AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

2024/04/30

AI Server/HBM/Server

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According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

Server DIMM Price Apr. 2024

2024/04/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM are seeing a larger-than-expected increment generally due to the earthquake occurred on April 3rd. ...

Enterprise SSD Contract Price 2Q24

2024/04/29

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, AI servers have become the focus of deployment for CSPs since last year...

Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

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This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor

2024/04/19

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, mainstream HBM specifications have been evolving from HBM3 adopted by H100 and MI300 series...

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

2024/04/18

NAND Flash , AI Server/HBM/Server

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Continuing from the previous report on the enterprise SSD market released in March, TrendForce’s latest research indicates that energy efficiency has become a top priority in the development of servers for AI inference applications...

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