Research Reports


AI Server/HBM/Server


NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chain

2025/05/21

AI Server/HBM/Server , Artificial Intelligence

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According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...

Hybrid Bonding Technology Heralds a New Era in Advanced Semiconductor Packaging

2025/05/21

NAND Flash , Wafer Foundries , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...

2Q25 Server DRAM Datasheet

2025/05/20

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

2Q25 Enterprise SSD Datasheet

2025/05/16

NAND Flash , AI Server/HBM/Server

 EXCEL

Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.

Server Market Bulletin_20250515

2025/05/15

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 updates on the supply chain of server cooling...

HBM Market Bulletin_20250515

2025/05/15

AI Server/HBM/Server

 PDF

In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...

Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

2025/05/09

AI Server/HBM/Server

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As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

2025/05/07

Wafer Foundries , AI Server/HBM/Server , Artificial Intelligence

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For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

2025/05/05

AI Server/HBM/Server , Artificial Intelligence

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According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...

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