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2024 AI Server and HBM Market Dynamics and Forecast

Last Modified

2024-05-02

Update Frequency

Aperiodically

Format

PDF

Overview

2024 AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways

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2025/02/14

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Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

2024/12/24

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DRAM Contract Price Dec. 2024

2024/12/31

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DRAM Contract Price Jan. 2025

2025/01/24

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DRAM Contract Price Feb. 2025

2025/02/27

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Implications and Impact of DeepSeek

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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

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

2025/01/28

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