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...
TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...
Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market exhibited a clear divergence this month...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and...
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...
Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...
TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...
As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain in 2024 & 2025 TRI’s View
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...
This week’s Bulletin provides an update on the respective market of US CSPs and corresponding enterprise OEMs...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for the server market are expected to grow by 3-8% after entering 4Q24 primarily thanks to the strong demand f...
