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.
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain in 2024 & 2025 TRI’s View
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...
As HBM advances to the latest HBM3e generation, both capacity and sales price have increased, which has subsequently contributed to the growth of DRAM revenue...
Global AI Server Market Forecast Introduction of Transceiver Transformation from Pluggable Transceiver Optics to CPO Dynamics of the CPO Development Key Takeaways
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways
At the SK AI Summit 2024 on November 4th, SK hynix unveiled its HBM3e 16hi product that is currently under development. Each “cube” of this HBM3e 16hi product holds 48GB...
This week’s Bulletin provides an update on the respective market of US CSPs and corresponding enterprise OEMs...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for the server market are expected to grow by 3-8% after entering 4Q24 primarily thanks to the strong demand f...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA is scheduled to mass produce GB300 between the end of 2Q25 and early 3Q25...
According to the latest survey by the global market intelligence firm TrendForce, NVIDIA’s GB200 rack solutions are set to be shipped by the end of this year...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
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...
In the HBM datasheet released earlier in October, TrendForce revealed suppliers’ production capacity plans for 2025 and calculated HBM demand based on AI chip shipment volumes...
According to the latest survey by TrendForce, the total global server shipment volume (including AI servers) in 2024 is estimated to reach 13.7M units...
