AI Server / Data Center

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.

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S | TrendForce

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Jan 15, 2025 | PDF

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...

NVIDIA Launched Cosmos Platform in CES 2025 to Actualize Robots from Virtuality to Reality through World Foundation Models | TrendForce

NVIDIA Launched Cosmos Platform in CES 2025 to Actualize Robots from Virtuality to Reality through World Foundation Models

Jan 13, 2025 | PDF

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...

Server Market Bulletin_20250109 | TrendForce

Server Market Bulletin_20250109

Jan 09, 2025 | PDF

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...

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks | TrendForce

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

Jan 07, 2025 | PDF

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...

Server DIMM Price Dec. 2024 | TrendForce

Server DIMM Price Dec. 2024

Dec 31, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market exhibited a clear divergence this month...

AI Server Industry Analysis-4Q24 | TrendForce

AI Server Industry Analysis-4Q24

Dec 31, 2024 | PDF

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...

Server Market Bulletin_20241226 | TrendForce

Server Market Bulletin_20241226

Dec 26, 2024 | PDF

This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and...

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years | TrendForce

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Dec 13, 2024 | PDF

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

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years | TrendForce

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Dec 13, 2024 | PDF

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...

HBM Market Bulletin_20241213 | TrendForce

HBM Market Bulletin_20241213

Dec 13, 2024 | PDF

This month’s bulletin focuses on updates regarding various suppliers’ product development activities, including the qualification of HBM3e 12hi products...

TrendForce--2025 Demand Outlook – 4Q24 | TrendForce

TrendForce--2025 Demand Outlook – 4Q24

Dec 12, 2024 | PDF

“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...

Server Market Bulletin_20241212 | TrendForce

Server Market Bulletin_20241212

Dec 12, 2024 | PDF

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...

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact | TrendForce

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

Dec 09, 2024 | PDF

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...

Server DRAM Industry Analysis-4Q24 | TrendForce

Server DRAM Industry Analysis-4Q24

Dec 09, 2024 | PDF

Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25) | TrendForce

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Dec 06, 2024 | PDF

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...

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