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...
PC DRAM quarterly contract prices continue to rise, though gains have narrowed, leaving buyers and sellers locked in a stalemate. Crowded out by server demand, original manufacturers' future supp...
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
DRAM contract prices continue to rise. Driven by tight supply and expectations of negative production growth, manufacturers keep raising quotes. Despite pressure on passing costs to retail, low invent...
Driven by AI expanding into inference, cloud providers are accelerating data center buildouts, triggering a surge in server memory orders. This has caused contract prices to skyrocket and fueled robus...
Driven by strong low-cost laptop sales and active server restocking, supplier inventories remain low, maintaining strong pricing power. PC DRAM contract prices grew significantly in Q2, with the upwar...
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
Global Server Market – Trends and Outlook for 2Q26
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
Supply constraints drive surging PC DRAM contract prices and early upcoming-quarter negotiations. Higher costs suppress consumer demand. Weak retail sales cause spot prices to fall, diverging from soa...
In 4Q25, DRAM revenue surged due to AI-driven demand and soaring contract prices. Inventory depletion and prioritization of AI caused severe shortages, boosting profitability. For 1Q26, despite season...
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasin...
Driven by strong AI and CSP demand alongside HBM expansion, the DRAM industry saw surged prices and volume. With supplier inventory at lows and capacity shifting to high-end nodes, general supply is t...
PC DRAM contract prices surged in 4Q25 due to tight supply and OEM restocking. DDR4 and DDR5 module prices keep rising, driving up PC prices and potentially dampening sales.
