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.
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...
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...
