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.
2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, South Korean suppliers have been successively proposing quotes for 1Q24 contract prices recently...
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand primarily due to the subtle reduction in annual shipment.....
As observed by global market intelligence firm TrendForce, CSPs, who act as essential drivers for the growth of the AI market, have been carrying on with their deployment...
This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...
The annual global server shipments (including all types) are projected to drop by around 6% YoY for 2023...
In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and organizes key market demand for 2024...
This week’s Bulletin provides an update on server ODMs and the market of key server components, as well as compiles periodic statistics on the forecasted production schedules among ODMs for 2024...
Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...
Forecast on ASIC AI Server Market for 2024 Dynamics of Leading CSPs’ AI Servers Infrastructures and Respective ASICs Key Supply Chain Players of ASIC AI Market Key Takeaways
According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily t...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for this quarter’s server DRAM contract prices are still underway, and have yet to become fully distinctive...
According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...
