Suppliers and CSPs have signed multi-year server DRAM LTAs, placing many of its bit supply under price-band mechanisms while the rest are negotiated quarterly; spot trading remains quiet and flat. Mic...
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers&a...
AI compute surges in 2026 as ASICs rise, NVIDIA defends its ecosystem, and bandwidth becomes the bottleneck.
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.
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
Robust CSP capex drives AI server growth, led by NVIDIA racks, as ASICs, China's supply chain, and liquid cooling advance.
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
During the first half of 2026, surging demand for KV Cache coupled with constrained memory supply resulted in severe memory bottlenecks. To resolve the KV Cache bottlenecks, industry players are seeki...
CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
NVIDIA unveils Halos for Robotics with a three-tier safety stack and Outside-In Safety, extending its autonomous driving expertise to humanoids and redefining Physical AI platform competition.
AI drives data centers from air to liquid cooling. Vendors deploy high-density power and tech, boosting growth.
Diverging HBM4 certification timelines are reshaping 2026 market share, with Samsung gaining ground as SK hynix faces delays.
