TrendForce reports that the total revenue of the global top 10 foundries climbed 9.9% QoQ to a new record in 4Q24, driven by strong wafer shipments from advanced nodes (3nm and 5/4nm). TSMC maintained...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in AI Servers and Data Center Markets During 2025 TRI’s View
TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI serve...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...
After returning to the White House on January 20th, the Trump administration swiftly implemented various policy initiatives through executive orders, focusing on immigration, tariffs, and the terminat...
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...
TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a...
