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.
Server DRAM prices rise due to strong demand and HBM capacity crowding out. Buyers shift to mid-to-low capacity modules to optimize costs, while high-capacity stock flows to OEMs, helping suppliers ma...
Quarterly Server DRAM latest market revenue/output update
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
NVIDIA's data center strength lifts GB/VR Rack demand, extending its reach into infrastructure and HBM supply.
AI data centers are driving power and thermal architecture upgrades. Delta and LiteOn report cloud revenues exceeding half their totals, expanding capital expenditure to counter material shortages and...
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed r...
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
2027 HBM talks remain stalled as suppliers push steep price hikes amid AI-driven DRAM crowd-out and tighter capacity.
Driven by surging demand from AI data centers and ultra-high-speed transmission, Cloud Service Providers (CSPs) are actively securing capacity for Electro-absorption Modulated Lasers (EMLs) and Contin...
Major US CSPs expand data centers via both build and lease, as construction lags demand, ushering in a dual-track era.
The market once expected 5G to become the universal connectivity standard for the Internet of Things (IoT) and believed that AI would drive computing power toward the network edge. However, as of 2026...
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
This report focuses on the development trends of AI agent applications, revealing how they are changing the existing social landscape, and analyzes the possible shifts in AI core computing hardware co...
HBM supply expands as shares shift; 2026 is a pricing pause, 2027 brings a sharp ASP surge as HBM4 rises.
