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.
Trends in Global and Chinese Server Markets Rise of AIGC-Related Applications Is Driving Demand for AI Servers Key Trends in Server Market for 2H23 TRI’s View
This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...
The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server...
TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...
Global market intelligence firm TrendForce reports that the total server DRAM revenue for 2Q23 came to US$2.664 billion, showing a QoQ increase of...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM saw an overall worse-than-expected intensity of order pulls this month due to the restriction that is the yet-to-b...
As indicated by the survey of global market intelligence firm TrendForce, CSPs had underwent a rapid advancement in cloud infrastructure construction over the past three years under the COVID-19 pande...
According to the latest research from the global market research firm TrendForce, as of 2023, there has not been a notable turnaround in the global economy...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. TrendForce, after conducting a survey on the supply chain, has further lowered its projection on overall server shipment...
Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...
Global market intelligence firm TrendForce has observed that US-based CSPs are leading a second migration of the server supply chain due to uncertainties caused by the COVID-19 pandemic and geopolitic...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...
In just six short months, AI has advanced from generating text, images, music, and code, to automation and generative agents, exhibiting astonishing capabilities. This report, aside from focusing on t...
As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
