NVIDIA has resumed sales of its AI chip H20 in China, prioritizing this year's targets. TSMC's production capacity could be a bottleneck. NVIDIA will also launch the Blackwel...
The three main HBM suppliers are enhancing technology and customization to meet AI-driven demands, with growth in collaboration expected.
NVIDIA H20 may resume sales to China, boosting AI GPU supply and demand for HBM and GDDR. US policy shift favors Chinese adoption of high-end AI chips. New products like RTX PRO 6000 will further supp...
DRAM contract prices steadily rise, DDR4 tight supply drives migration to new-gen products. Micron outperforms, shifts to value-added focus.
In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward H...
Geopolitical risks and product EOL spur DRAM price hikes, DDR4 outpaces DDR5. Micron's tech and AI strength boost HBM, tighten supply.
HBM4 pricing shows a premium over HBM3e due to increased complexity and cost in manufacturing and design.
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
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...
Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...
As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...
In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...
"As demand for AI servers rises, the adoption of HBM4 memory is set to increase costs, with estimated price premiums exceeding 30%. HBM4 features significant changes, including doubling IO ch...
As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways
