Research Reports


Semiconductors


3Q24 Server Diamond Datasheet

2024/09/27

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 Hyperscaler Servers in Memory Consumption.

3Q24 AI Server Datasheet

2024/09/26

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.

3Q24 SLC NAND Flash Datasheet

2024/09/13

NAND Flash

 EXCEL

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.

3Q24 Mobile Datasheet

2024/08/22

DRAM , NAND Flash , Smartphones +1

 EXCEL

Mobile DRAM and Mobile NAND Flash latest market supply/demand update.

Server Shipment Estimated to Merely Grow 2.3% YoY in 2024 under Persisting Pressure from Inflation

2023/08/11

DRAM , AI Server/HBM/Server

 PDF

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...

MLCC Market Bulletin_20230810

2023/08/10

MLCC

 PDF

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...

Server Market Bulletin_20230810

2023/08/10

DRAM , AI Server/HBM/Server

 PDF

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...

DRAM Market Bulletin_20230809

2023/08/09

DRAM

 PDF

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...

NAND Flash Market Bulletin_20230809

2023/08/09

NAND Flash

 PDF

Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...

2H23 Dynamics of AI Server Market Forecast

2023/08/04

AI Server/HBM/Server

 PDF

1. Dynamics of AI Server Market
2. HBM Market Outlook
3. Key Takeaways

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