This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
As indicated by the survey of global market intelligence firm TrendForce, buyers had attempted to trigger a rebound on contract prices for server DRAM this quarter by implementing an average QoQ growth of 5-10% for DDR4 quotations...
According to the latest survey of the enterprise SSD market by global market intelligence firm TrendForce, the demand side has seen positive developments. In China, domestic telecom companies have confirmed their tenders for 1Q24...
This week’s Bulletin provides an update on ODMs’ development in the server and AI market. As indicated by TrendForce’s survey on the supply chain...
According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing equipment of certain specifications...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for 3Q23 were predominantly established earlier this month at an overall leveled performance to that of August, with a QoQ drop of 3-8% in most products...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
Trends in Global and Chinese Server Markets
Rise of AIGC-Related Applications Is Driving Demand for AI Servers
Key Trends in Server Market for 2H23
TRI’s View
This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...
The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server shipments during 2022-2026. By 2026, major CSPs are forecasted to account for 76% of the annual total shipments of high-end AI servers...
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