This week’s Bulletin provides an update on ODMs’ development in the server and AI market. As indicated by TrendForce’s survey on the supply chain...
1. Business Performance Comparison 2. Products Comparison 3. Chip Performance Comparison 4. Other Competitors 5. TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, contract prices for 3Q23 were predominantly established earlier this month at an overall leveled performance to that of August...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
Trends in Global and Chinese Server Markets Rise of AIGC-Related Applications Is Driving Demand for AI Servers Key Trends in Server Market for 2H23 TRI’s View
This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...
The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server...
TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM saw an overall worse-than-expected intensity of order pulls this month due to the restriction that is the yet-to-b...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. TrendForce, after conducting a survey on the supply chain, has further lowered its projection on overall server shipment...
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
As indicated by the survey of global market intelligence firm TrendForce, the server industry’s on-going reduction of inventory, together with how AI-related topics are driving additional resources to...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs...
