Research Reports

USD $40,000

Download Report

Research Reports

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

Last Modified

2024-04-30

Update Frequency

Aperiodically

Format

PDF

Overview

According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

Spotlight Report

AI Server PackageRelated Reports

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

2025/03/11

AI Server/HBM/Server

PDF

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

2025/03/03

AI Server/HBM/Server

PDF

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

2025/02/27

AI Server/HBM/Server

PDF

Implications and Impact of DeepSeek

2025/02/25

DRAM

PDF

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

2025/02/07

AI Server/HBM/Server

PDF

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025/01/28

DRAM

PDF

Download Report

Sign in and Download Report

USD $40,000

Membership

AI Server Package

Spotlight Report