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 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...
TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...
Global market intelligence firm TrendForce reports that demand bit growth started decelerate in the main application segments of the NAND Flash market in 4Q21. Due to rising inventory...
Trends in Server Market for 2021 and Outlook for 2022 Developments of Server OEMs & CSPs Relations between OEMs and Taiwan’s ODMs Key Server Market Topics and Trends Conclusion and TRI’s View
Global market intelligence firm TrendForce reports that UMC’s subsidiary foundry HJTC, which is located in the Chinese city of Suzhou, has entered phased shutdown and temporary suspension...
Dynamics of Server Market in 3Q21 Developments of Server OEMs & CSPs Relations between OEMs and Taiwan’s ODMs Key Topics and Trends in Server Market Conclusion and TRI’s View
A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...
