TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows: 1. Server CPU Market: State of Co...
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
AI demand keeps HBM shipments strong as technology advances and tight supply shifts pricing power toward suppliers.
NVIDIA's data center strength lifts GB/VR Rack demand, extending its reach into infrastructure and HBM supply.
Global Capex rises on AI buildout as China speeds self-reliant chips, easing foreign hardware reliance.
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
Server DRAM contract prices are seeing upward momentum driven by robust server demand, whereas the spot market remains sluggish due to a lack of consensus between buyers and sellers. Regarding invento...
The year 2026 marks the watershed transition of AI data center optical interconnects from adoption to mass production. The actual volume driver is not scale-out CPO switches, but GPU scale-up networks...
AI demand and proprietary chip adoption drive upward revisions in global server shipments. Despite supply bottlenecks, memory face severe shortages and soaring prices. AMD and alternative architecture...
HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
Strong AI and server demand causes structural DRAM undersupply, driving contract and spot prices upward. Supplier inventories have bottomed out. Cloud and PC makers are aggressively securing long-term...
