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.
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This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...
Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...
Global Server Market – Performance in 4Q23 and Outlook for 1Q24 Development of Server Brands and CSPs Development of Taiwanese Server OEMs and Key Supply Chains TRI’s View
TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerate...
As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...
This week’s Bulletin provides an update on ODMs’ development in the server and AI market, as well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...
Forecast on AI Server Market in 2024 Developments in AI Server Supply Chain Market Outlook for HBM Solutions Used in AI Servers Key Takeaways
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
As indicated by the survey of global market intelligence firm TrendForce, buyers had attempted to trigger a rebound on contract prices for server DRAM this quarter by implementing an average QoQ growt...
This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves int...
This week’s Bulletin provides an update on ODMs’ development in the server and AI market. As indicated by TrendForce’s survey on the supply chain...
According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing eq...
As indicated by TrendForce’s latest survey, overall server shipment (including AI servers) is expected to arrive at 13.4 million units in 2023...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for 3Q23 were predominantly established earlier this month at an overall leveled performance to that of August...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...