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.
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...
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...
