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.

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances | TrendForce

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

May 22, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers | TrendForce

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

May 13, 2024 | PDF

According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

Server Market Bulletin_20240509 | TrendForce

Server Market Bulletin_20240509

May 09, 2024 | PDF

This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

2024 AI Server and HBM Market Dynamics and Forecast | TrendForce

2024 AI Server and HBM Market Dynamics and Forecast

May 02, 2024 | PDF

2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity | TrendForce

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

Apr 30, 2024 | PDF

According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

Server DIMM Price Apr. 2024 | TrendForce

Server DIMM Price Apr. 2024

Apr 30, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM are seeing a larger-than-expected increment generally due to the earthquake occurred on April...

Server Market Bulletin_20240425 | TrendForce

Server Market Bulletin_20240425

Apr 25, 2024 | PDF

This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and...

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor | TrendForce

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor

Apr 19, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, mainstream HBM specifications have been evolving from HBM3 adopted by H100 and MI300 series...

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO | TrendForce

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

Apr 18, 2024 | PDF

Continuing from the previous report on the enterprise SSD market released in March, TrendForce’s latest research indicates that energy efficiency has become a top priority in the development of server...

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward | TrendForce

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Apr 11, 2024 | PDF

Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

Server Market Bulletin_20240411 | TrendForce

Server Market Bulletin_20240411

Apr 11, 2024 | PDF

This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan | TrendForce

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Apr 04, 2024 | PDF

As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the s...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries | TrendForce

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Apr 03, 2024 | PDF

Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

AI Server Industry Analysis-1Q24 | TrendForce

AI Server Industry Analysis-1Q24

Apr 02, 2024 | PDF

Global AI chip shipments for 2024 are projected to total nearly 9.4 million units, marking a YoY increase of 61%. The growth is attributed to shipments that were previously deferred in 2023 due to tig...

[Update] Server DIMM Price Mar. 2024 | TrendForce

[Update] Server DIMM Price Mar. 2024

Mar 29, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...

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