TrendForce provides industry research reports on AI servers and data centers, covering GPU server shipments, CSP capex trends, and liquid cooling adoption.
Reports cover GPU and ASIC server shipment forecasts, hyperscaler capex, and data center build-out dynamics; in-depth tracking of HBM (HBM3e, HBM4) supply-demand balance, market pricing, and vendor competition; alongside analysis of liquid cooling penetration, co-packaged optics (CPO) mass production progress, server CPU demand shifts, and monthly Server DRAM and DIMM contract price updates.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely...
NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 sp...
2Q25 server DRAM revenue increased by 11% QoQ, driven by DDR5 shipments and DDR4 price recovery. CSPs shifted from destocking to restocking, and DDR4, due to strong demand for storage server applicati...
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penet...
DRAM contract prices are expected to peak by late 2025, then decline as new capacity emerges. DDR4 faces critical long-term shortages. HBM3e prices soften, HBM4 maintains a premium, with Samsung leadi...
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...
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...
Server DRAM prices (DDR4 & DDR5) saw further gains in August 2025, propelled by robust CSP demand and supply issues. Order visibility now extends to Q4, anticipating continued price increases...
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
Global Server Market Trends and Outlook for 2H25
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
The 2026 HBM3e market faces oversupply with Samsung likely ramping up HBM3e capacity causing price declines; HBM4 sees premium pricing amid fierce competition and concentrated NVIDIA supply.
Due to US tariffs, the tech industry faces rising costs and weak demand, but AI server demand drives high-end MLCC growth, with suppliers focusing on high-tech applications.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth...
