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.
This week’s Bulletin focuses on the updates of markets for enterprise OEMs and CSPs. As indicated by TrendForce’s latest supply chain survey...
As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...
Production of server motherboards has yet to increase or decrease significantly after the surveying on the supply chain...
The expectation that AI would introduce immense benefits to the commercial market has prompted major suppliers to engage in AI training, which yielded the demand for hardware equipment. AI is currentl...
Global market intelligence firm TrendForce reports that it is now near the end of April, and prices have been finalized for a portion of DRAM and NAND Flash contracts for 2Q23...
As indicated by the survey of global market intelligence firm TrendForce, the server market has yet to manifest any improvement in atmosphere despite steadily heading towards a traditional peak season...
Global market intelligence firm TrendForce reports that in response to the US Commerce Department’s new rules regarding the exportation of semiconductor equipment that were announced on October 7th, 2...
This week’s Bulletin focuses on market updates for enterprise OEMs and CSPs. TrendForce’s survey on the supply chain indicates that US-based OEMs...
Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...
Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...
The level of production for server motherboards has yet to ascend or descend significantly after the surveying on the supply chain...
Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...
As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...
Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...
This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...
