AI Server

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain | TrendForce

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Sep 11, 2024 | PDF

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projec...

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions | TrendForce

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

Sep 05, 2024 | PDF

Global AI Servers Market Forecast Outlook of the Leading CSPs’ AI Servers Infra and self-developed ASICs Global Footprint of CSPs’ Data Centers Dynamics of Key Supply Chain Players of CSPs’ ASIC...

Server DRAM Industry Analysis-3Q24 | TrendForce

Server DRAM Industry Analysis-3Q24

Sep 04, 2024 | PDF

Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues | TrendForce

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

Aug 29, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...

Rise of AI Applications Has Triggered a Wave of Demand for CoWoS, Leading Taiwan-based Equipment Providers to Fully Commit to Developing Chip Packaging Solutions | TrendForce

Rise of AI Applications Has Triggered a Wave of Demand for CoWoS, Leading Taiwan-based Equipment Providers to Fully Commit to Developing Chip Packaging Solutions

Aug 23, 2024 | PDF

According to research by the global market intelligence firm TrendForce, the global AI server market has been experiencing rapid growth over the years...

AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player | TrendForce

AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Aug 20, 2024 | PDF

AI is becoming increasingly widespread, driving the rapid global expansion of data centers. This growth has led to an elephant flow in the network traffic of data centers, making Ethernet upgrades and...

Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs | TrendForce

Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

Aug 05, 2024 | PDF

TrendForce expects the AI market to maintain high growth throughout the rest of 2024, with global shipments of AI chips projected to increase by...

Server Market Report_3Q24 | TrendForce

Server Market Report_3Q24

Aug 05, 2024 | PDF

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain for 2H24 TRI’s View

2025 AI Server and HBM Market Dynamics and Forecast | TrendForce

2025 AI Server and HBM Market Dynamics and Forecast

Jul 31, 2024 | PDF

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

AI Server Industry Analysis-2Q24 | TrendForce

AI Server Industry Analysis-2Q24

Jul 04, 2024 | PDF

According to TrendForce’s latest research, global server shipments (including AI servers) totaled 1.34 M units for 2023, and global server revenue...

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips | TrendForce

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

Jun 27, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24 | TrendForce

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

Jun 24, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to...

LPO, OBO, and CPO Put to Test as Optical Modules Encounter Bottlenecks | TrendForce

LPO, OBO, and CPO Put to Test as Optical Modules Encounter Bottlenecks

Jun 14, 2024 | PDF

Optical module is an indispensable component for achieving optical communication. However, corresponding issues are becoming increasingly apparent alongside the continuously climbing usage and growing...

Server Market Report_2Q24 | TrendForce

Server Market Report_2Q24

Jun 11, 2024 | PDF

Global Server Market Shipment Analysis and Supply-Demand Changes CSP Deployment Strategies and Server Manufacturers’ Developments Emerging Markets and Server Supply Chain Shifts TRI’s View

Server DRAM Industry Analysis-2Q24 | TrendForce

Server DRAM Industry Analysis-2Q24

May 31, 2024 | PDF

Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...

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