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 DIMM Price Jun. 2023 | TrendForce

Server DIMM Price Jun. 2023

Jun 30, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...

Server Market Bulletin_20230629 | TrendForce

Server Market Bulletin_20230629

Jun 29, 2023 | PDF

This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. As indicated by TrendForce’s latest survey on the supply chain, overall server shipment has been downward revised in projection...

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution | TrendForce

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution

Jun 20, 2023 | PDF

Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...

Major CSPs’ Engagement in AI Server Infrastructures to Raise HBM and CoWoS Capacity by 30-40% (2023-2024) under Driver of High-End AI Chips | TrendForce

Major CSPs’ Engagement in AI Server Infrastructures to Raise HBM and CoWoS Capacity by 30-40% (2023-2024) under Driver of High-End AI Chips

Jun 15, 2023 | PDF

As indicated by TrendForce’s observations, the growth of AI servers in 2023 yielded by generated AI applications, such as ChatBOT, are seen with particularly heavy engagement from major CSPs...

Analysis on Development Trends of Liquid Cooling Technology for Data Centers | TrendForce

Analysis on Development Trends of Liquid Cooling Technology for Data Centers

Jun 15, 2023 | PDF

Thermal Design Power (TDP), as server chips improve in computability, is constantly surpassing the limit of power consumption amidst the incessant increase of temperature during summertime under clima...

Opportunities in Markets for PSUs and Liquid Cooling Solutions Generated by Rapid Growth of AI Servers | TrendForce

Opportunities in Markets for PSUs and Liquid Cooling Solutions Generated by Rapid Growth of AI Servers

Jun 14, 2023 | PDF

1. Projection on Development of AI Server Market 2. Comparison of AI Servers and Convention Servers in Terms of Energy Consumption 3. Development Trends in Higher-Spec PSUs and Liquid Cooling Soluti...

LPDDR5X Contract Prices to See Early Stoppage in Reduction from Cost Considerations and Suppliers’ Pricing Strategies | TrendForce

LPDDR5X Contract Prices to See Early Stoppage in Reduction from Cost Considerations and Suppliers’ Pricing Strategies

Jun 13, 2023 | PDF

As indicated by the Semiconductor Research division of global market intelligence firm TrendForce, smartphones, compared to other consumer products...

Server Market Bulletin_20230608 | TrendForce

Server Market Bulletin_20230608

Jun 08, 2023 | PDF

This issue of Bulletin, after a survey on the supply chain, is adhering to a YoY depletion of 5.2% for the forecast on the server market this year...

Development of AI Servers and GPGPU Will Flourish in Era of Parallel Computing | TrendForce

Development of AI Servers and GPGPU Will Flourish in Era of Parallel Computing

Jun 08, 2023 | PDF

Values of AI servers and corresponding computing cores GPGPU (General-Purpose Computing on Graphics Processing Unit) in parallel computing as LLM (Large Language Model), which excels in NLP (Natural L...

Server DRAM Industry Analysis-2Q23 | TrendForce

Server DRAM Industry Analysis-2Q23

May 31, 2023 | PDF

In 1Q23, the global economy was still affected by continuing inflation; and the server market, which had previously been relatively robust...

Server DIMM Price May 2023 | TrendForce

Server DIMM Price May 2023

May 31, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to fully obtain a market consensus despite having entered mid-2Q23...

Suppliers to Safeguard Bottom Prices; Contract Prices for Partial NAND Flash Wafers Could Rise in Chinese Market in June | TrendForce

Suppliers to Safeguard Bottom Prices; Contract Prices for Partial NAND Flash Wafers Could Rise in Chinese Market in June

May 30, 2023 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on...

Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts | TrendForce

Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts

May 26, 2023 | PDF

According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...

Dynamics of AI Server Market | TrendForce

Dynamics of AI Server Market

May 26, 2023 | PDF

1. Forecast on Global Server Market 2. Development Dynamics of AI Server Applications 3. Major Chip Suppliers and Shipment Ratio of AI Servers 4. Global Shipment and Estimated Ratio Changes of A...

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease | TrendForce

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease

May 25, 2023 | PDF

According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...

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