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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
Last Modified
2023-06-15
Update Frequency
Aperiodically
Format
Overview
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...
Spotlight Report
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DRAM Monthly Datasheet Dec. 2024
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NAND Flash Monthly Datasheet Dec. 2024
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Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
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DRAM Contract Price Sep. 2024
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DRAM Contract Price Nov. 2024
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Spotlight Report
-
DRAM Monthly Datasheet Dec. 2024
2024/12/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Dec. 2024
2024/12/16
Semiconductors
EXCEL
-
Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
2024/09/30
Semiconductors
PDF
-
DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production
2024/11/11
Semiconductors
PDF
-
DRAM Contract Price Sep. 2024
2024/09/30
Semiconductors
PDF
-
DRAM Contract Price Nov. 2024
2024/11/29
Semiconductors
PDF