Research Reports


AI Server/HBM/Server


Server DRAM Industry Analysis-4Q22

2022/11/28

DRAM , AI Server/HBM/Server

 PDF

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

 PDF

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

 PDF

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

 PDF

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

 PDF

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

 PDF

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...

Enterprise SSD Contract Price 4Q22

2022/11/16

NAND Flash , AI Server/HBM/Server

 PDF

Market intelligence firm TrendForce reports that as the wider economic outlook becomes more conservative during the second half of this year...

Server DIMM Price Oct. 2022

2022/10/31

DRAM , AI Server/HBM/Server

 PDF

As indicated by the global market intelligence firm TrendForce, the negotiations among most buyers are maintained at a deadlocked status...

AMD Likely to Exceed 22% in Market Share of x86 Server CPU Shipment in 2023 under ESG and Delayed Mass Production of Intel Sapphire Rapids

2022/10/24

DRAM , AI Server/HBM/Server

 PDF

As indicated by TrendForce’s latest survey on the supply chain, Intel has postponed the schedule for the mass production of Sapphire Rapids owing to how the appalling yield rate of Intel’s 7nm process has induced bottlenecks in various tests and qualifications...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Get in touch with us