Research Reports


AI Server/HBM/Server


NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

2024/10/03

AI Server/HBM/Server

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TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...

Server DIMM Price Sep. 2024

2024/09/30

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 have mostly concluded...

3Q24 Server Diamond Datasheet

2024/09/27

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.

Server Market Bulletin_20240926

2024/09/26

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...

3Q24 AI Server Datasheet

2024/09/26

AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

2024/09/25

DRAM , AI Server/HBM/Server

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According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...

HBM Market Bulletin_20240913

2024/09/13

AI Server/HBM/Server

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From this August to September, HBM suppliers have been unveiling their product development plans for the period between 2025 and 2030 through events like SEMICON Taiwan 2024...

Server Market Bulletin_20240912

2024/09/12

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, as well as added updates on the supply chain of server cooling...

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

2024/09/11

AI Server/HBM/Server

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According to latest research by global market intelligence firm TrendForce, demand in the global AI server market will remain strong through 2024...

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

2024/09/05

AI Server/HBM/Server

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Global AI Servers Market Forecast
Outlook of the Leading CSPs’ AI Servers Infra and self-developed ASICs
Global Footprint of CSPs’ Data Centers
Dynamics of Key Supply Chain Players of CSPs’ ASIC
Key Takeaways

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