Research Reports


AI Server/HBM/Server


[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand

2023/07/25

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...

Server Market Bulletin_20230713

2023/07/13

DRAM , AI Server/HBM/Server

 PDF

TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server buyers...

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

2023/07/05

DRAM , AI Server/HBM/Server

 PDF

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

 PDF

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

 PDF

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

 PDF

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...

Memory Price Forecast for 3Q23

2023/06/28

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

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

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

 PDF

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

 PDF

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

 PDF

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...