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.
As indicated by the Semiconductor Research division of global market intelligence firm TrendForce, smartphones, compared to other consumer products...
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...
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...
In 1Q23, the global economy was still affected by continuing inflation; and the server market, which had previously been relatively robust...
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...
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...
According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...
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...
According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...
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...
