Research Reports


AI Server/HBM/Server


Rumored Suspension on Supply of Intel Sapphire Rapids MCC Induced Restricted Impact on 2Q23

2023/07/05

DRAM , AI Server/HBM/Server

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As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...

AI Server Industry Analysis-2Q23

2023/06/30

AI Server/HBM/Server

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TrendForce estimates overall AI chip shipment (including GPU, FPGA, and AISC) to arrive at 5.6 million units in 2023 under a 55% growth...

Server DIMM Price Jun. 2023

2023/06/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...

Server Market Bulletin_20230629

2023/06/29

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. As indicated by TrendForce’s latest survey on the supply chain, overall server shipment has been downward revised in projection...

2Q23 AI Server Datasheet

2023/06/29

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.

Memory Price Forecast for 3Q23

2023/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that although shipments of end products for 2Q23 have increased QoQ, YoY comparisons still show declines...

2Q23 Server Diamond Datasheet

2023/06/27

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 Hyperscale Servers in Memory Consumption.

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution

2023/06/20

DRAM , AI Server/HBM/Server

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Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution

2023/06/20

AI Server/HBM/Server

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Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...

Major CSPs’ Engagement in AI Server Infrastructures to Raise HBM and CoWoS Capacity by 30-40% (2023-2024) under Driver of High-End AI Chips

2023/06/15

AI Server/HBM/Server

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As indicated by TrendForce’s observations, the growth of AI servers in 2023 yielded by generated AI applications, such as ChatBOT, are seen with particularly heavy engagement from major CSPs...