Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...
"As demand for AI servers rises, the adoption of HBM4 memory is set to increase costs, with estimated price premiums exceeding 30%. HBM4 features significant changes, including doubling IO channels to 2048 and using logic chip architecture, leading to higher data transfer rates and reduced latency. However, these advancements also raise manufacturing costs, with wafer costs reaching $7000-8000, making it 3-4 times more expensive than traditional DRAM. In 2026, total HBM shipments are forecasted to exceed 30 billion Gb, with SK hynix expected to maintain over 50% market share. Samsung and Micron need to improve yield rates and production capacity to compete in the HBM4 market.
As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...
For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...
According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...
"According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD MI308 to China. This requirement will significantly impact NVIDIA's ability to sell their H20 and similar chips to China’s AI market, driving the market towards domestic alternatives and a clearer division between the AI server supply chains in China and the US.
In response to these restrictions, Chinese CSPs and OEMs are expected to increasingly rely on domestic suppliers for AI accelerators. Major Chinese CSPs such as Baidu, ByteDance, Alibaba, and Tencent are anticipated to boost their investments in developing in-house AI chips. As a result of the new export controls, the share of externally purchased AI chips (e.g., from NVIDIA and AMD) in China’s AI server market is projected to drop from 63% in 2024 to 41.5% in 2025.
Huawei and Cambricon lead the domestic AI chip sector and are expected to drive the adoption of local chips in 2025. Additionally, Chinese CSPs like Alibaba and Baidu are actively developing their ASICs to replace NVIDIA GPUs. Overall, geopolitical risks are expected to expedite China's autonomy in the AI supply chain.
