AI Server

Memory Price Forecast for 1Q24 Indicates | TrendForce

Memory Price Forecast for 1Q24 Indicates

Dec 29, 2023 | PDF

According to the latest research by market intelligence firm TrendForce, prices of NAND Flash wafers, which experienced the worst loss of profit margin among memory products...

Server DRAM Industry Analysis-4Q23 | TrendForce

Server DRAM Industry Analysis-4Q23

Dec 05, 2023 | PDF

Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...

Leading CSPs to Take Greater Strides in Developing ASIC AI Servers during 2024 | TrendForce

Leading CSPs to Take Greater Strides in Developing ASIC AI Servers during 2024

Dec 05, 2023 | PDF

Forecast on ASIC AI Server Market for 2024 Dynamics of Leading CSPs’ AI Servers Infrastructures and Respective ASICs Key Supply Chain Players of ASIC AI Market Key Takeaways

As US Tightens Its Restrictions on Semiconductor-Related Exports to China, Chinese Companies Respond by Gradually Intensifying Efforts to Achieve Autonomy in Development of AI Chips | TrendForce

As US Tightens Its Restrictions on Semiconductor-Related Exports to China, Chinese Companies Respond by Gradually Intensifying Efforts to Achieve Autonomy in Development of AI Chips

Dec 01, 2023 | PDF

According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily t...

Server Market Report_4Q23 | TrendForce

Server Market Report_4Q23

Nov 24, 2023 | PDF

Global Server Market – Performance in 4Q23 and Outlook for 1Q24 Development of Server Brands and CSPs Development of Taiwanese Server OEMs and Key Supply Chains TRI’s View

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls | TrendForce

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Nov 22, 2023 | PDF

TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerate...

Forecast on Dynamics of AI Server and HBM Markets in 2024 | TrendForce

Forecast on Dynamics of AI Server and HBM Markets in 2024

Nov 06, 2023 | PDF

Forecast on AI Server Market in 2024 Developments in AI Server Supply Chain Market Outlook for HBM Solutions Used in AI Servers Key Takeaways

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers | TrendForce

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Oct 24, 2023 | PDF

This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves int...

Memory Price Forecast for 4Q23 | TrendForce

Memory Price Forecast for 4Q23

Oct 06, 2023 | PDF

According to TrendForce’s latest analysis of the memory market, NAND Flash wafers, which have experienced the most significant loss among memory products...

AI Server Industry Analysis-3Q23 | TrendForce

AI Server Industry Analysis-3Q23

Oct 02, 2023 | PDF

As indicated by TrendForce’s latest survey, overall server shipment (including AI servers) is expected to arrive at 13.4 million units in 2023...

Server Market Report_3Q23 | TrendForce

Server Market Report_3Q23

Sep 13, 2023 | PDF

Trends in Global and Chinese Server Markets Rise of AIGC-Related Applications Is Driving Demand for AI Servers Key Trends in Server Market for 2H23 TRI’s View

CSPs and HPC AI Applications to Play Vital Roles in Shaping AI Server Market during 2023~2024 | TrendForce

CSPs and HPC AI Applications to Play Vital Roles in Shaping AI Server Market during 2023~2024

Sep 07, 2023 | PDF

The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server...

Server DRAM Industry Analysis-3Q23 | TrendForce

Server DRAM Industry Analysis-3Q23

Sep 05, 2023 | PDF

TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...

NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises | TrendForce

NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises

Aug 24, 2023 | PDF

Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...

2Q23 Revenue Halted in Reduction and Ascended to 20.4% QoQ Attributable to AI Server Orders | TrendForce

2Q23 Revenue Halted in Reduction and Ascended to 20.4% QoQ Attributable to AI Server Orders

Aug 18, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...

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