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.

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...

Server DRAM Industry Analysis-1Q21 | TrendForce

Server DRAM Industry Analysis-1Q21

Feb 26, 2021 | PDF

Looking back at 4Q20, the gradually recovered market status of server from the rock bottom...

Minor Drop of 4.4% in Revenue for Server DRAM Suppliers in 4Q20 as Purchase Dynamics Ferment and Recover | TrendForce

Minor Drop of 4.4% in Revenue for Server DRAM Suppliers in 4Q20 as Purchase Dynamics Ferment and Recover

Feb 25, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM started to gradually recover since 4Q20...

NAND Flash Revenue Dipped 2.9% QoQ for 4Q20; Inventory Cutting by Datacenters Was Offset by Demand from Smartphone Makers | TrendForce

NAND Flash Revenue Dipped 2.9% QoQ for 4Q20; Inventory Cutting by Datacenters Was Offset by Demand from Smartphone Makers

Feb 20, 2021 | PDF

TrendForce’s analysis of the NAND Flash market for 4Q20 finds that clients in the server and datacenter segments continued their inventory reduction efforts that had begun in the previous quarter...

Server Market Report_4Q20 | TrendForce

Server Market Report_4Q20

Feb 05, 2021 | PDF

Global Server Market in 4Q20 Server and Cloud Sectors Relationship between OEMs and Taiwan’s ODMs Key Market Trends and Topics Conclusion and TRI’s View

With Demand Rising and Supply Tightening, DRAM Suppliers Are Raising Server DRAM Output via Migration to 16Gb Chips | TrendForce

With Demand Rising and Supply Tightening, DRAM Suppliers Are Raising Server DRAM Output via Migration to 16Gb Chips

Jan 13, 2021 | PDF

According to TrendForce’s tracking analysis of the server DRAM market, the server supply chain faced serious challenges in 2020...

Power Outage at MTTW Cost a Week’s Worth of Bit Output for the Plant and Will Lower Server DRAM Supply in 1Q21 (Vol. 3) | TrendForce

Power Outage at MTTW Cost a Week’s Worth of Bit Output for the Plant and Will Lower Server DRAM Supply in 1Q21 (Vol. 3)

Dec 08, 2020 | PDF

TrendForce’s latest investigation on the power outage that occurred at Micron’s subsidiary plant MTTW on December 3 finds that the incident...

Spot Suppliers Fully Suspended Quotations amidst Damage Assessment after Power Outage (Vol. 2) | TrendForce

Spot Suppliers Fully Suspended Quotations amidst Damage Assessment after Power Outage (Vol. 2)

Dec 04, 2020 | PDF

Continuing from the special report released by TrendForce yesterday, the latest survey of the global market intelligence firm indicates that MTTW continues to resume operation and implement damage eva...

Server DRAM Industry Analysis-4Q20 | TrendForce

Server DRAM Industry Analysis-4Q20

Nov 23, 2020 | PDF

A retrospect on the market status of 3Q20 shows that the industry chain of servers had sustained the impact from the previous aggressive stocking under the COVID-19 pandemic...

Global NAND Flash Revenue for 3Q20 Was Relatively Flat as Server Sales Slowed Down | TrendForce

Global NAND Flash Revenue for 3Q20 Was Relatively Flat as Server Sales Slowed Down

Nov 18, 2020 | PDF

TrendForce’s analysis of the NAND Flash market for 3Q20 finds that the overall demand remained anemic...

Server Market Report_3Q20 | TrendForce

Server Market Report_3Q20

Nov 17, 2020 | PDF

Global Server Market in 3Q20 Server and Cloud Sectors in 3Q20 Relationship between OEMs and Taiwan’s ODMs Key Market Trends and Topics Conclusion and TRI’s View

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious | TrendForce

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious

Nov 17, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...

Server DRAM Prices Will Show Larger QoQ Drop for 4Q20 as Rise in Huawei’s Demand Fails to Halt the Decline | TrendForce

Server DRAM Prices Will Show Larger QoQ Drop for 4Q20 as Rise in Huawei’s Demand Fails to Halt the Decline

Sep 09, 2020 | PDF

According to the latest reporting from market intelligence firm TrendForce, contract prices of server DRAM products, which account for more than...

4Q20 Server Production Stays Stagnant, with Dynamics Reappearing from Increasing New Intel Platform in 2021 | TrendForce

4Q20 Server Production Stays Stagnant, with Dynamics Reappearing from Increasing New Intel Platform in 2021

Sep 08, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, ODMs had an inventory of server barebone that exceeded the anticipated amount in 3Q20...

Huawei’s Early Inventory Pull Fails to Alter Price Drop of Enterprise SSD under Incessant Demand Depletion | TrendForce

Huawei’s Early Inventory Pull Fails to Alter Price Drop of Enterprise SSD under Incessant Demand Depletion

Sep 03, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the global spreading of the COVID-19 pandemic during 2Q20 that propelled the demand for cloud services...

Get in touch with us


Get in touch with us