“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is a...
TrendForce believes that US tariffs on Mexico will have a limited impact on Taiwanese server ODMs. While these ODMs have assembly plants along the US-Mexico border, they have been actively establishin...
Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...
TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...
TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain in 2024 & 2025 TRI’s View
Content: 1. Global AI Server Market Forecast 2. Introduction of Transceiver 3. Transformation from Pluggable Transceiver Optics to CPO 4. Dynamics of the CPO Development 5. Key Takeaways
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways
TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...
TrendForce forecasts that shipments of liquid cooling solutions will surge with the launch of NVIDIA's Blackwell and B300 series AI servers. The GB200 NVL72 is expected to adopt a liquid-to-a...
The report provides an in-depth exploration of the applications and growing demand for ABF substrates in AI servers, autonomous vehicles, and high-performance computing (HPC). Furthermore, it provides...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
According to the latest survey by TrendForce, the total global server shipment volume (including AI servers) in 2024 is estimated to reach 13.7M units...
TrendForce forecasts that NVIDIA will focus on promoting its Blackwell B300 series AI chips in 2025, with increased adoption of CoWoS-L packaging and liquid cooling solutions. The B300 series will rep...
According to the latest research by global market intelligence firm TrendForce, prior to 3Q24, the demand for consumer products remained weak...
