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 Market: Review of 4Q22 and Outlook for 1Q23 Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s View
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
This issue of Server Bulletin updates the current annual outlook among ODMs as the market has initiated a new wave of changes primarily on the continuous reduction of annual demand...
Global market intelligence firm TrendForce reports that in 4Q22, smartphone brands were hoping that the promotional activities related to the year-end holiday season and...
As indicated by the survey of global market intelligence firm TrendForce, CSPs have yet to significantly recover in overall procurement this month due to their comprehensive reduction in demand that s...
TrendForce noticed that major OEMs, including Dell, HPE, Inspur, and Sugon, have all lowered their server shipment plans for 2023...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...
Global market intelligence firm TrendForce reports that global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%...
As indicated by the latest survey of global market intelligence firm TrendForce, uncertainties yielded by the supply chain amidst the pandemic had led to an accumulation of excessive inventory from th...
Qualcomm generated US$7.892 billion of QCT (exclusively referring to IC products) revenue during 4Q22 under a YoY increase of 16.6% and a QoQ decrease of 11.6%...
The adjustments on server procurement among CSPs since January have also affected ODMs...
As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor s...
The tendency of cautious evaluation in CapEx has spread to North American CSPs, and prompted various companies to lower their 2023 server procurement, which serves as the main update for the server ma...
The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...
Global market intelligence firm TrendForce reports that with Chinese government easing its measures for controlling local COVID-19 outbreaks...
