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 week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations, L10 and L6 barebone servers...
According to TrendForce’s latest research, global server shipments (including AI servers) totaled 1.34 M units for 2023, and global server revenue...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...
According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...
Global Server Market Shipment Analysis and Supply-Demand Changes CSP Deployment Strategies and Server Manufacturers’ Developments Emerging Markets and Server Supply Chain Shifts TRI’s View
This week’s Bulletin provide an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...
As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...
Global market intelligence firm TrendForce reports that SSD demand rebounded in 1Q24, unlike the situation in 1Q23 when there was a sharp decline in SSD orders due to buyers focusing on inventory redu...
Global market intelligence firm TrendForce reports that this year, NVIDIA’s revenue growth is primarily being driven by the demand from major North American CSPs, server brands (OEMs)...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
