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 bulletin focuses on updates regarding various suppliers’ product development activities, including the qualification of HBM3e 12hi products...
“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is a...
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...
Donald John Trump, the latest US president-elect, announced on November 26th 2024 when he won the presidential election that he will be signing an executive order on the day of inauguration...
Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...
TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...
According to global market intelligence firm TrendForce, NVIDIA has become increasingly dominant in the AI GPU market since the initiation of GenAI actuated by ChatGPT in 2023...
On December 2, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced a new set of export control measures targeting China’s semiconductor industry. The key actions include....
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...
As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...
According to the latest research by market intelligence firm TrendForce, the enterprise SSD market continued to grow in 3Q24...
TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...
