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[Selected Topics] Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

Last Modified

2025-03-11

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Aperiodically

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PDF

Overview

The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particularly for AI servers and high-capacity DRAM modules. Geopolitical factors are also influencing procurement strategies. TrendForce projects a stabilization of server DRAM (DDR5) prices in Q2 2025, with potential price increases in Q3, driven by strong demand and limited supply, partly due to HBM production. Suppliers like SK hynix, Samsung, and Micron are adjusting production and pricing strategies accordingly. The overall outlook is positive, with server DRAM leading a potential broader DRAM market recovery. Key factors to watch include consumer demand recovery and HBM market dynamics.

＜Total Pages：6＞

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USD $199

[Selected Topics] Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

[Selected Topics] AI Chips to Extricate Smartphone Market from Negative Growth and Gradually Become Market Mainstream

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[Selected Topics] China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

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Download Report

USD $199

Membership

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