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.
According to the latest research by global market intelligence firm TrendForce, the transition to the next generation of networking technologies, new normals resulting from the pandemic...
Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lo...
Global market intelligence firm TrendForce reports that DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about short...
As indicated by the semiconductor research division of global market intelligence firm TrendForce, the demand for semiconductor invigorated by 5G smartphones had started gradually ferment since 2H19,...
Global market intelligence firm TrendForce reports that server DRAM prices already reached their peak for this cyclical upturn (i.e., around US$160)...
In October 2020, SK hynix announced that it will acquire Intel’s NAND Flash business for around US$9 billion. According to the latest investigation by market intelligence firm TrendForce...
In October 2020, SK hynix announced that it will acquire Intel’s NAND Flash business for around US$9 billion. According to the latest investigation by market intelligence firm TrendForce...
As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...
It is now the first half of September, and TrendForce’s latest survey of the NAND Flash market finds that suppliers are already in discussions with customers about the demand projection for 4Q21...
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...
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...
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...
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
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...
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...
