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