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.
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...
Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a signi...
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Server module prices rise as CSPs drive demand; DDR4 faces tight supply and price hikes, DDR5 prices lifted by high-capacity modules. However, demand growth is expected to slow in 2026, leading to a p...
The report highlights major manufacturers' HBM capacity strategies, facility expansions, and market trends driven by AI, offering strategic insights for the industry.
US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.
