Research Reports


AI Server/HBM/Server


NAND Flash Suppliers’ Total Revenue from Enterprise SSD Sales Fell by 5.4% QoQ for 4Q21 as Inventory Adjustments Affected Demand

2022/02/21

NAND Flash , AI Server/HBM/Server

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TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...

Server Market Report_4Q21

2022/02/16

DRAM , AI Server/HBM/Server

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Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client

2022/02/15

DRAM , AI Server/HBM/Server

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Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...

Server DIMM Price Jan. 2022

2022/01/28

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the market was affected by numerous unexpected events (e.g. earthquake in Taiwan, lockdown in Xi’an, and fire at ASML’s Berlin plant)...

Enterprise SSD Contract Price 1Q22

2022/01/25

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North American hyperscalers have been experiencing worse-than-expected inventory reduction under difficult component gap improvement...

Events at Start of 2022 Have Boosted DRAM Market, and Changes in Buyers’ Expectations Will Moderate QoQ Declines in DRAM Prices for 2Q22

2022/01/14

DRAM , AI Server/HBM/Server

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According to TrendForce’s survey of the DRAM market, quotes for DRAM products began a gradual descent in 4Q21 on account of several factors...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 1

2022/01/03

DRAM , NAND Flash , AI Server/HBM/Server +1

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According to the latest market analysis by global market intelligence firm TrendForce, the global foundry industry has been experiencing capacity crunch for almost two years due to various factors including the COVID-19 pandemic...

Server DIMM Price Dec. 2021

2021/12/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices are seeing a continuous reduction in December...

DRAM Longer Term Projection_4Q21

2021/12/28

DRAM , AI Server/HBM/Server

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TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

Cloud Migration Continues to Drive Growth of Hyperscale Data Centers and Spurs Server OEMs to Enter Cloud Service Market

2021/12/14

DRAM , AI Server/HBM/Server

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The latest research by global market intelligence firm TrendForce finds that the current data center deployment demand is about three times larger in scale when compared with the wave of data center deployment demand from...

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