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.
The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...
This issue of server bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
The anticipation of AI-Generated Content (AIGC) applications approaching large-scale commercial deployment has triggered a sharp rise in demand for AI chips, significantly impacting the global high ba...
As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...
The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand...
Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024 Analysis of the Global Server Market Server Suppliers’ Strategies and Recent Activities Key Orientations of Server M...
Global market intelligence firm TrendForce reports that the recently released report on NVIDIA’s financial results for FY4Q24 showed stellar performance, with the total revenue for the reporting perio...
Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to.....
As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...
Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...
Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language model...
This issue of server bulletin provides an update on server ODMs’ outlook towards 2024. Continuing from previous observations...
1. Key Developments in Generative AI Products, Services, and Regulatory Standards 2. Analysis of Major CSPs’ 4Q23 and Recent Financial Reports 3. Strategic Deployment of Generative AI by Major CS...
