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.
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...
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...
