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.
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...
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...
