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.

Server Market Bulletin_20231130 | TrendForce

Server Market Bulletin_20231130

Nov 30, 2023 | PDF

This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders | TrendForce

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders

Nov 28, 2023 | PDF

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...

Server Market Report_4Q23 | TrendForce

Server Market Report_4Q23

Nov 24, 2023 | PDF

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

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls | TrendForce

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Nov 22, 2023 | PDF

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...

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024 | TrendForce

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024

Nov 20, 2023 | PDF

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...

Server Market Bulletin_20231116 | TrendForce

Server Market Bulletin_20231116

Nov 16, 2023 | PDF

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 Dynamics of AI Server and HBM Markets in 2024 | TrendForce

Forecast on Dynamics of AI Server and HBM Markets in 2024

Nov 06, 2023 | PDF

Forecast on AI Server Market in 2024 Developments in AI Server Supply Chain Market Outlook for HBM Solutions Used in AI Servers Key Takeaways

Server Market Bulletin_20231102 | TrendForce

Server Market Bulletin_20231102

Nov 02, 2023 | PDF

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...

Server DIMM Price Oct. 2023 | TrendForce

Server DIMM Price Oct. 2023

Oct 31, 2023 | PDF

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...

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers | TrendForce

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Oct 24, 2023 | PDF

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...

Server Market Bulletin_20231019 | TrendForce

Server Market Bulletin_20231019

Oct 19, 2023 | PDF

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...

Latest Update to US Export Control Rules Expected to Affect Development of Midrange and High-End AI Servers in China as They Target Supply of Advanced AI Computing Chips | TrendForce

Latest Update to US Export Control Rules Expected to Affect Development of Midrange and High-End AI Servers in China as They Target Supply of Advanced AI Computing Chips

Oct 18, 2023 | PDF

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...

AI Server Industry Analysis-3Q23 | TrendForce

AI Server Industry Analysis-3Q23

Oct 02, 2023 | PDF

As indicated by TrendForce’s latest survey, overall server shipment (including AI servers) is expected to arrive at 13.4 million units in 2023...

Server DIMM Price Sep. 2023 | TrendForce

Server DIMM Price Sep. 2023

Sep 28, 2023 | PDF

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...

Server Market Bulletin_20230921 | TrendForce

Server Market Bulletin_20230921

Sep 21, 2023 | PDF

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...

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