Research Reports


AI Server/HBM/Server


Development of HBM and CXL in the Age of AI, Vol. 3

2022/12/27

DRAM , AI Server/HBM/Server

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The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...

1Q23 Memory Price Projection

2022/12/23

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, 4Q22, carrying on from the price projection...

Server DIMM Price Nov. 2022

2022/11/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices are yet to be favored by buyers despite approaching the end of the year...

ODMs Add More Production Lines in Southeast Asia and Mexico as Geopolitical Risks Have Caused Server Supply Chain to Shift

2022/11/29

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...

Server DRAM Industry Analysis-4Q22

2022/11/28

DRAM , AI Server/HBM/Server

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CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

2022/11/25

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...

Server Market Report_3Q22

2022/11/17

DRAM , AI Server/HBM/Server

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Server Market: Review of 3Q22 and Outlook for 4Q22
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Server DRAM Revenue Dropped 27.2% QoQ in 3Q22 under Simultaneous Depletion in Shipment Bit and Contract Prices

2022/11/17

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

DRAM , NAND Flash , AI Server/HBM/Server

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According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

DRAM , NAND Flash , AI Server/HBM/Server

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According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

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