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 month’s HBM Bulletin focuses on the changes to HBM market share of each supplier in 2025. Samsung, who has been prohibited by...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...
According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...
Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q...
As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...
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...
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 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
With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
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...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
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...
