Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...
"TrendForce reports the US now requires export licenses for AI chips like NVIDIA's H20 and AMD's MI308 to China, effective immediately. This forces NVIDIA and AMD to recogni...
The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...
"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA provided updates to several of its cloud...
This month’s HBM Bulletin focuses on the changes to HBM market share of each supplier in 2025. Samsung, who has been prohibited by...
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...
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...
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...
TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a de...
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion, marking a QoQ increase of 9.9%...
TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the lon...
The three major HBM suppliers—Micron, SK Hynix, and Samsung—each held their quarterly earnings calls on December 18, January 23, and January 31, respectively...
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways
Regarding the production of HBM products, SK hynix continues to dominate the market. SK hynix plans to double its production capacity by 2025...
