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.
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook of server demand...
Regarding the production of HBM products, SK hynix continues to dominate the market. SK hynix plans to double its production capacity by 2025...
In 1H24, Micron and SK hynix successively completed the qualification of their HBM3e 8hi products with NVIDIA. The H200, which is the first AI chip to adopt this type of memory...
According to the latest research by global market intelligence firm TrendForce, shipments of chips under NVIDIA’s new Blackwell platform, which is set to launch in 2025...
The Consumer Electronics Show (CES 2025), focusing on “Dive In” as the annual topic, was convened in early January 2025 lasting for four days. The event, through discovering consumers’ pain points and...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market exhibited a clear divergence this month...
According to the latest research by TrendForce, the global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 13.7M units, with the market value anticipated to hit...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and...
Content: 1. 2023-2028F Global AI Server Market Supply and Demand Analysis 2. 2023-2028F Forecast for Global AI Server Market 3. Future Trends and Outlook for Key AI Server Supply Chain Development...
2023-2028F Global AI Server Market Supply and Demand Analysis 2023-2028F Forecast for Global AI Server Market Future Trends and Outlook for Key AI Server Supply Chain Development Key Takeaways
