Research Reports


AI Server/HBM/Server


Server Market Bulletin_20230427

2023/04/27

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on market updates for enterprise OEMs and CSPs. TrendForce’s survey on the supply chain indicates that US-based OEMs...

Enterprise SSD Contract Price 2Q23

2023/04/21

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North America is not seen with a sizable increase in orders due to how server ODMs have been aggressively reducing their inventory under a conservative outlook on the overall economy...

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

2023/04/18

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

2023/04/18

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

Server Market Bulletin_20230413

2023/04/13

DRAM , AI Server/HBM/Server

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The level of production for server motherboards has yet to ascend or descend significantly after the surveying on the supply chain...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

2023/04/11

DRAM , AI Server/HBM/Server

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TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites

2023/03/31

DRAM , AI Server/HBM/Server

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Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...

Server DIMM Price Mar. 2023

2023/03/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

2023/03/23

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

Server Market Bulletin_20230323

2023/03/23

DRAM , AI Server/HBM/Server

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This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...

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