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 Hyperscaler Servers in Memory Consumption.
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.
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
The latest data released by the US Commerce Department in late July revealed that the GDP of the US grew at an initial YoY rate of 2.4% for 2Q23, surpassing the 2% growth rate for 1Q23...
According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...
1. Dynamics of AI Server Market
2. HBM Market Outlook
3. Key Takeaways