With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs...
As indicated by the survey of global market intelligence firm TrendForce, purchase sentiment of the server DRAM market had slightly recovered in March 2025...
1. GB300: Architectural Updates 2. Major Power Supply Upgrade for GB300 3. CPO Receiving Attention 4. Refined Thermal Architecture 5. GB Shipments and CapEx Forecast for CSPs 6. TRI’s View
This week’s Bulletin provides an update on the respective markets of global CSPs and corresponding enterprise OEMs...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
"TrendForce reports NVIDIA plans to launch GB300 in Q2 2025, with GB300 racks ramping up in Q4 due to higher specifications requiring extended testing. GB200 remains the 2025 shipment mainstr...
The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particular...
According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...
Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q...
TrendForce reports that server DRAM revenue grew by 8.0% QoQ and 84.4% YoY in 4Q24, driven by continued growth in DDR5 shipments and prices. While overall bit shipments saw a slight increase, individu...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in AI Servers and Data Center Markets During 2025 TRI’s View
