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Forecast on Dynamics of AI Server and HBM Markets in 2024

Last Modified

2023-11-06

Update Frequency

Aperiodically

Format

PDF

Overview

Forecast on AI Server Market in 2024
Developments in AI Server Supply Chain
Market Outlook for HBM Solutions Used in AI Servers
Key Takeaways

Spotlight Report

DRAM Monthly Datasheet Oct. 2024

2024/10/15

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Oct. 2024

2024/10/15

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 Industry Analysis－3Q24

2024/08/30

Semiconductors

PDF
CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

2024/09/13

Semiconductors

PDF
DRAM Contract Price Jul. 2024

2024/07/31

Semiconductors

PDF

AI Server PackageRelated Reports

SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

2024/10/30

DRAM

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Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

2024/10/30

AI Server/HBM/Server

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NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

2024/10/03

AI Server/HBM/Server

PDF

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

2024/09/11

AI Server/HBM/Server

PDF

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

2024/09/05

AI Server/HBM/Server

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NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

2024/08/29

AI Server/HBM/Server

PDF

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