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.
According to the latest investigation by the global market intelligence firm TrendForce, server buyers were finishing up adjusting their inventories in 2Q24...
As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...
HBM achieves high bandwidth and high density through backend process steps such as TSV and 3D stacking. However, these process steps also create bottlenecks in improving production yields...
AI is becoming increasingly widespread, driving the rapid global expansion of data centers. This growth has led to an elephant flow in the network traffic of data centers, making Ethernet upgrades and...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs. According to previous analyses...
According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...
TrendForce expects the AI market to maintain high growth throughout the rest of 2024, with global shipments of AI chips projected to increase by...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain for 2H24 TRI’s View
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook on server demand...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of server DRAM are still underway right now as market participants have yet to reach a c...
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways
Traditional DRAM computability can no longer fulfill the performance need of modern applications alongside the growth of demand for data processing and the increase of databases...
As indicated by the survey of global market intelligence firm TrendForce, clients associated with AI servers have been placing additional orders for enterprise SSD recently amidst the immense...
Global market intelligence firm TrendForce reports that NVIDIA is expected to launch a new generation of GPU platform named Blackwell by the end of 2024...
NVIDIA, having begun shipping H200 since 2Q24, is slated to ramp up B100 whilst shipping out small batches of GB200 starting from 3Q24. AMD is scheduled to ship its MI325 starting from 4Q24...
