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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Last Modified

2023-11-22

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Aperiodically

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PDF

Overview

TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerated the deployment of digital infrastructure...

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AI Server PackageRelated Reports

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

2024/11/22

AI Server/HBM/Server

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With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

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AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

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2025 AI Server and Supply Chain Market Forecast

2024/11/11

AI Server/HBM/Server

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SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

2024/11/11

AI Server/HBM/Server

PDF

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

2024/10/30

DRAM

PDF

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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Overview

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

NAND Flash Monthly Datasheet Nov. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

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

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

AI Server PackageRelated Reports

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

2025 AI Server and Supply Chain Market Forecast

SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

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

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

NAND Flash Monthly Datasheet Nov. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

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

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

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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Overview

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

NAND Flash Monthly Datasheet Nov. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

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

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

AI Server PackageRelated Reports

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

2025 AI Server and Supply Chain Market Forecast

SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

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

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

NAND Flash Monthly Datasheet Nov. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

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

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

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