As AI shifts from training to inference and agentic workloads, Server CPU evolves from auxiliary to core orchestrator, lifting both ARM and x86 demand into a new growth cycle.
In January 2026, NVIDIA introduced the CMX Context Memory Storage Platform, managed by the BlueField‑4 DPU, to extend the memory hierarchy between local SSD and shared storage and address the massive...
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TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑...
Arm's AGI CPU marks a strategic shift from IP licensor to platform provider, targeting AI data centers and accelerating Arm's gains against x86.
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
CSP self-developed chips and NVIDIA's platforms are driving Arm adoption, eroding x86 dominance in server markets.
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
Robust AI server demand, driven by NVIDIA, AMD, and CSP custom ASICs, propels market growth. DDR5 is mainstream, yet DDR4 sees extended life and price rebound from storage needs. AMD and ARM challenge...
As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...
The global silicon/semiconductor intellectual property (IP) market scale came to US$6.7 billion in 2023 at a YoY growth of 8.1%, with soft IP core (including firm IP core) and hard IP core respectivel...
1. A Brief Observation of the Coopetition Dynamics in the Global Notebook Processor Market: CPU and GPU Perspective 2. Coopetition Analysis of the Global Notebook CPU Market 3. Comparison of Competi...
As indicated by the survey of global market intelligence firm TrendForce, an observation on the performance of smartphone production as the end of 1Q22 draws near denotes...
