AI Server

Easing of GPU Shortage Allowed Data Center Business to Account for 87% of NVIDIA’s Revenue for FY1Q25; Sources of Demand for AI Servers Expand beyond CSPs to Include Sovereign Cloud and Other Applications | TrendForce

Easing of GPU Shortage Allowed Data Center Business to Account for 87% of NVIDIA’s Revenue for FY1Q25; Sources of Demand for AI Servers Expand beyond CSPs to Include Sovereign Cloud and Other Applications

May 24, 2024 | PDF

Global market intelligence firm TrendForce reports that this year, NVIDIA’s revenue growth is primarily being driven by the demand from major North American CSPs, server brands (OEMs)...

Era of Liquid Cooling Has Arrived Ahead of Schedule Thanks to Increasing Computing Power and Efforts to Save Energy and Cut Emissions | TrendForce

Era of Liquid Cooling Has Arrived Ahead of Schedule Thanks to Increasing Computing Power and Efforts to Save Energy and Cut Emissions

May 14, 2024 | PDF

As the overall performance of cloud computing resources becomes more powerful, the energy consumption and heat generated by servers are also on the rise. Data center operators now urgently seek more e...

2024 AI Server and HBM Market Dynamics and Forecast | TrendForce

2024 AI Server and HBM Market Dynamics and Forecast

May 02, 2024 | PDF

2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward | TrendForce

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Apr 11, 2024 | PDF

Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

AI Server Industry Analysis-1Q24 | TrendForce

AI Server Industry Analysis-1Q24

Apr 02, 2024 | PDF

Global AI chip shipments for 2024 are projected to total nearly 9.4 million units, marking a YoY increase of 61%. The growth is attributed to shipments that were previously deferred in 2023 due to tig...

Prices of Enterprise SSDs to Increase by More than 20% QoQ for 2Q24 as Deployment of AI Inference Servers Causes a Demand Surge for High-capacity Storage Solutions | TrendForce

Prices of Enterprise SSDs to Increase by More than 20% QoQ for 2Q24 as Deployment of AI Inference Servers Causes a Demand Surge for High-capacity Storage Solutions

Mar 27, 2024 | PDF

The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility | TrendForce

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

Mar 20, 2024 | PDF

According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...

Server DRAM Industry Analysis-1Q24 | TrendForce

Server DRAM Industry Analysis-1Q24

Mar 11, 2024 | PDF

The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

Server Market Report_1Q24 | TrendForce

Server Market Report_1Q24

Mar 05, 2024 | PDF

Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024 Analysis of the Global Server Market Server Suppliers’ Strategies and Recent Activities Key Orientations of Server M...

TSMC Held over 60% Foundry Market Share in 4Q23 with Orders Related to AI and iPhones and Drove 7.9% QoQ Growth in Top 10 Foundries’ Total Revenue | TrendForce

TSMC Held over 60% Foundry Market Share in 4Q23 with Orders Related to AI and iPhones and Drove 7.9% QoQ Growth in Top 10 Foundries’ Total Revenue

Mar 05, 2024 | PDF

Global market intelligence firm TrendForce reports that smartphone brands continued to stock up on components in 4Q23. Hence, major foundries received related orders...

Rise of Silicon Photonics and CPO Technology Innovating Light Communication Solutions | TrendForce

Rise of Silicon Photonics and CPO Technology Innovating Light Communication Solutions

Mar 04, 2024 | PDF

As global internet data transmission volume continues to reach new highs, the performance bottleneck of light communication solutions becomes increasingly apparent. This report, on the one hand, explo...

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs | TrendForce

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs

Feb 23, 2024 | PDF

Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language model...

AI Server and HBM Markets plus Related Supply Chain Dynamics in 2024 | TrendForce

AI Server and HBM Markets plus Related Supply Chain Dynamics in 2024

Feb 06, 2024 | PDF

2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways

AI’s Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications | TrendForce

AI’s Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications

Jan 31, 2024 | PDF

In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds...

AI Server Industry Analysis-4Q23 | TrendForce

AI Server Industry Analysis-4Q23

Dec 29, 2023 | PDF

The annual global server shipments (including all types) are projected to drop by around 6% YoY for 2023...

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