TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
Micron's strong results and upbeat outlook show AI data centers, edge AI and physical AI driving high-capacity storage demand, with data center SSDs as NAND's core profit engine. Dis...
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows: 1. Server CPU Market: State of Co...
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
From a professional analyst's perspective, the global semiconductor market is strongly driven by surge in artificial intelligence and cloud computing, boosting high-performance chips and opti...
Rising oil prices and shipping costs heighten inflation risks amid prolonged geopolitical conflicts, potentially leading to global recession and monetary tightening. ICT stockpiling turns conservative...
Driven by AI, memory procurement has shifted to supply-secured long-term agreements. Suppliers enforce prepayments and bottom prices, raising buyers' financial thresholds. North American cloud provide...
US economy slows, curbing consumer spending; memory shortages drive PC laptop price hikes and shipment cuts; AI data centers fuel CSP self-developed chips like Google TPU, boosting high-spec MLCC dema...
DeepSeek’s technological innovations reduce reliance on massive computing power, but as AI applications continue to expand, long-term demand for compute resources will keep rising. Its emergence is pu...
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US a...
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...
Thermal Design Power (TDP), as server chips improve in computability, is constantly surpassing the limit of power consumption amidst the incessant increase of temperature during summertime under clima...
The load of cloud computing will continue to elevate under the advancement of diversified applications, where restricted growth of performance in DDR SDRAM could encumber the performance of computing...
