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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...
In the HBM datasheet released earlier in October, TrendForce revealed suppliers’ production capacity plans for 2025 and calculated HBM demand based on AI chip shipment volumes...
According to the latest survey by TrendForce, the total global server shipment volume (including AI servers) in 2024 is estimated to reach 13.7M units...
TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have mostly concluded...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...
From this August to September, HBM suppliers have been unveiling their product development plans for the period between 2025 and 2030 through events like SEMICON Taiwan 2024...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as added updates on the supply chain of server cooling...
According to latest research by global market intelligence firm TrendForce, demand in the global AI server market will remain strong through 2024...
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