AI Server / Data Center

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.

Demand below Supply in Growth Intensity during 2022 to Initiate a Price Reduction Cycle for the DRAM Industry | TrendForce

Demand below Supply in Growth Intensity during 2022 to Initiate a Price Reduction Cycle for the DRAM Industry

Sep 08, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the negotiation in 3Q21 contract prices has been predominantly finalized between suppliers and major clients...

Server DRAM Industry Analysis-3Q21 | TrendForce

Server DRAM Industry Analysis-3Q21

Aug 31, 2021 | PDF

A retrospect on the 2Q21 market status indicates that server OEMs had amplified on the purchase intensity of server DRAM from the concern over how component gaps would affect the shipment of completed...

Mobile DRAM Revenue Climbed by Nearly 11% QoQ for 2Q21 on Back of Rising DRAM ASP | TrendForce

Mobile DRAM Revenue Climbed by Nearly 11% QoQ for 2Q21 on Back of Rising DRAM ASP

Aug 23, 2021 | PDF

TrendForce’s analysis of the performance of the mobile DRAM market for 2Q21 finds that smartphone brands were still proactively stocking up on components during that period as they maintained high exp...

Server Market Report_2Q21 | TrendForce

Server Market Report_2Q21

Aug 13, 2021 | PDF

Dynamics of Server Market in 2Q21 Developments of Server OEMs & CSPs Relations between OEMs and Taiwan’s ODMs Key Server Market Topics and Trends Conclusion and TRI’s View

26% QoQ Growth Seen in 2Q21 DRAM Market as Shipment Surpassed Expectation and DRAM Quotations Magnified | TrendForce

26% QoQ Growth Seen in 2Q21 DRAM Market as Shipment Surpassed Expectation and DRAM Quotations Magnified

Aug 12, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the demand end had further amplified the purchase intensity during 2Q21 in fear of higher subsequent prices and insufficient s...

Next Gen Platform Transition Cycle Starts from 3Q22 as x86 Architecture Remains as Leader in Server Market | TrendForce

Next Gen Platform Transition Cycle Starts from 3Q22 as x86 Architecture Remains as Leader in Server Market

Aug 04, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel...

Graphics DRAM Market Gradually Weakens as One of Its Three Major Demand Drivers Loses Momentum | TrendForce

Graphics DRAM Market Gradually Weakens as One of Its Three Major Demand Drivers Loses Momentum

Jul 26, 2021 | PDF

TrendForce’s latest survey on the graphics DRAM market finds that the stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles an...

Contract Prices of Enterprise SSDs to Show Higher-Than-Expected QoQ Hike of Over 10% Due to Growing Procurement Capacity | TrendForce

Contract Prices of Enterprise SSDs to Show Higher-Than-Expected QoQ Hike of Over 10% Due to Growing Procurement Capacity

May 31, 2021 | PDF

The latest research by global market intelligence firm TrendForce finds that enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21...

Server DRAM Industry Analysis-2Q21 | TrendForce

Server DRAM Industry Analysis-2Q21

May 26, 2021 | PDF

Looking back at 1Q21, the market status of server had turned optimistic and active, and the inventory level that had returned to the healthy level in early 2020...

Pandemic-Induced Cloud Migration Dynamics in Asia Pacific May Alleviate Inventory Gap of Server Supply Chain | TrendForce

Pandemic-Induced Cloud Migration Dynamics in Asia Pacific May Alleviate Inventory Gap of Server Supply Chain

May 20, 2021 | PDF

The COVID-19 pandemic had decelerated the global economic development over the past year, yet expedited on the progress of enterprise cloud migration. Businesses, regardless of scales...

Suppliers Sustained 12.4% QoQ Drop in Enterprise SSD Revenue in 1Q21 Owing to Incomprehensive Recovery in Demand | TrendForce

Suppliers Sustained 12.4% QoQ Drop in Enterprise SSD Revenue in 1Q21 Owing to Incomprehensive Recovery in Demand

May 19, 2021 | PDF

The COVID-19 pandemic had ascended cloud services last year, and magnified the purchase volume of enterprise SSD...

Total Server DRAM Revenue of Top 3 Suppliers Rose by 1.7% QoQ for 1Q21 as Market Was Relatively Warm Despite Off-Season | TrendForce

Total Server DRAM Revenue of Top 3 Suppliers Rose by 1.7% QoQ for 1Q21 as Market Was Relatively Warm Despite Off-Season

May 18, 2021 | PDF

TrendForce’s analysis of the server DRAM market for 1Q21 finds that the brisk procurement activities in 4Q20 were carried over to 1Q21...

Server Market Report_1Q21 | TrendForce

Server Market Report_1Q21

May 07, 2021 | PDF

Global Server Market in 1Q21 Server and Cloud Sectors Relationship between OEMs and Taiwan’s ODMs Key Market Trends and Topics Conclusion and TRI’s View

Annual Shipment Growth in Server Exceeds 5% as Expedited by New Norm, with a Steady Rise in ODM Direct Ratio | TrendForce

Annual Shipment Growth in Server Exceeds 5% as Expedited by New Norm, with a Steady Rise in ODM Direct Ratio

Apr 01, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the rapid changes in the international politic situation in recent years...

Intel Still Has Absolute Lead in Server CPUs, but AMD Is Gaining Slightly While Future Is Bright for ARM | TrendForce

Intel Still Has Absolute Lead in Server CPUs, but AMD Is Gaining Slightly While Future Is Bright for ARM

Mar 10, 2021 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the x86-based server remained as...

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