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 an easing of tight supply for certain components, together with an significant increase in server shipments from server OEMs (enterprise players...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry arrived at US$25.594 billion in 2Q22 revenue under a QoQ growth of 6.5% primarily owing to...
Global market intelligence firm TrendForce reports that the oversupply situation in the NAND Flash market during this second half of the year has gotten more severe...
As indicated by the latest survey of global market intelligence firm TrendForce, the unresolved qualification of new models and material shortages that have amplified the difficulties of material prep...
Global market intelligence firm TrendForce reports that with 3Q22 approaching, preliminary negotiations over quarterly contracts have begun for some DRAM products...
As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...
Global market intelligence firm TrendForce reports that foundries on the whole have initiated a series of capacity expansion projects at their existing fabs and new fab-building projects...
Global market intelligence firm TrendForce commented that the shortages of raw materials and chips under multiple factors, including the Russia-Ukraine war, impeded logistics...
Trends in Server Market for 2021 and Outlook for 2022 Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s View
Regarding the state of the server DRAM market in 1Q22, the slump phase of the price cycle entered its second quarter...
Global market intelligence firm TrendForce reports that the NAND Flash market shifted to oversupply in 1Q22 as NAND Flash suppliers had been making significant progress in allocating more production c...
According to the latest research by market intelligence firm TrendForce, global DRAM revenue fell by 4.0% QoQ...
According to the latest research by TrendForce, the share of cloud services in IT-related procurements has grown in recent years due to the rapidly rising demand from enterprises for digital transform...
As indicated by the survey of global market intelligence firm TrendForce, an observation on the performance of smartphone production as the end of 1Q22 draws near denotes...
Buyers were relatively passive during 4Q21, the first quarter for the official initiation of contract prices in a declining cycle...
