Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q24...
TrendForce reports that server DRAM revenue grew by 8.0% QoQ and 84.4% YoY in 4Q24, driven by continued growth in DDR5 shipments and prices. While overall bit shipments saw a slight increase, individual supplier performance varied. Micron saw significant revenue growth due to aggressive shipments of DDR5 and HBM products. Looking ahead to 2025, AI server demand will continue to grow, but CSPs' slower transition to advanced processes may limit the supply of certain products.
As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...
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...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.
Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in AI Servers and Data Center Markets During 2025
TRI’s View
With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...
