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.

Server DRAM Industry Analysis-3Q20 | TrendForce

Server DRAM Industry Analysis-3Q20

Aug 25, 2020 | PDF

Looking back at 2Q20, server manufacturers were aggressive in building up their component inventories due to...

Global NAND Flash Revenue Rose 6.5% QoQ for 2Q20 Due to Pandemic-Induced Demand Growth for Cloud Services | TrendForce

Global NAND Flash Revenue Rose 6.5% QoQ for 2Q20 Due to Pandemic-Induced Demand Growth for Cloud Services

Aug 20, 2020 | PDF

Looking back at 2Q20, the global spread of COVID-19 accelerated in March and soon reached countries in Europe...

Server DRAM Revenue Soars by 42.5% in 2Q20 Thanks to Strong Preemptive Stock-Up Demand | TrendForce

Server DRAM Revenue Soars by 42.5% in 2Q20 Thanks to Strong Preemptive Stock-Up Demand

Aug 20, 2020 | PDF

According to TrendForce’s latest investigations, server DRAM clients were especially aggressive in their procurement activities in 2Q20 compared to previous quarters...

Shipment of Enterprise Brands Exhibits General Deteriorating Trend Under Altered Purchase Behavior of Infrastructures | TrendForce

Shipment of Enterprise Brands Exhibits General Deteriorating Trend Under Altered Purchase Behavior of Infrastructures

Aug 05, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the COVID-19 pandemic in 1H20 had resulted in most businesses shifting their purchase behavior for infrastructures from CapEx...

Adoption of Intel Ice Lake Will Drive Migrations to Next-Gen Memory Products and Raise Content per Box in Server Market | TrendForce

Adoption of Intel Ice Lake Will Drive Migrations to Next-Gen Memory Products and Raise Content per Box in Server Market

Jul 17, 2020 | PDF

TrendForce’s latest survey of the server market finds that CPUs based on the Intel x86 architecture are still the mainstream solution this year. Intel remains the dominant leader in the server CPU mar...

Adoption of Intel Ice Lake Will Drive Migrations to Next-Gen Memory Products and Raise Content per Box in Server Market | TrendForce

Adoption of Intel Ice Lake Will Drive Migrations to Next-Gen Memory Products and Raise Content per Box in Server Market

Jul 17, 2020 | PDF

TrendForce’s latest survey of the server market finds that CPUs based on the Intel x86 architecture are still the mainstream solution this year. Intel remains the dominant leader in the server CPU mar...

Market Status May See Improvement since 2Q21 with Recovered DRAM Demand in 2021 | TrendForce

Market Status May See Improvement since 2Q21 with Recovered DRAM Demand in 2021

Jul 15, 2020 | PDF

According to the survey of global market intelligence firm TrendForce, the COVID-19 pandemic that broke out since the beginning of the year has impacted the global demand...

Overall Shipment Dynamics Reduce Slightly in 3Q20 Due to Relatively High Inventory of Server Barebones | TrendForce

Overall Shipment Dynamics Reduce Slightly in 3Q20 Due to Relatively High Inventory of Server Barebones

Jun 18, 2020 | PDF

The orders for server had an unprecedented popularity in 2Q20, as indicated by the survey of global market intelligence firm TrendForce...

Long Term Prices Prone to Reduction from Increased Supply as Enterprise SSD Accelerates Transition into 128L and QLC NAND | TrendForce

Long Term Prices Prone to Reduction from Increased Supply as Enterprise SSD Accelerates Transition into 128L and QLC NAND

Jun 03, 2020 | PDF

Looking at 2020, data centers have returned to the trajectory of shipment growth. With the help of government and enterprise tenders...

Server DRAM Industry Analysis-2Q20 | TrendForce

Server DRAM Industry Analysis-2Q20

May 26, 2020 | PDF

In 1Q20, server DRAM demand saw a significant year-on-year increase due mainly to three reasons: 1) Apart from the fact that contract prices hit...

Server DRAM Prices Will Not Rise as Much as Projected Earlier for 2H20 Due to Shifts in Market Dynamics | TrendForce

Server DRAM Prices Will Not Rise as Much as Projected Earlier for 2H20 Due to Shifts in Market Dynamics

May 22, 2020 | PDF

TrendForce’s latest analysis of the Server DRAM market finds that the global spread of the COVID-19 outbreak in 1Q20 has caused significant uncertainties across the server supply chain...

NAND Flash Revenue Grew by 8.3% QoQ for 1Q20 as Demand from Data Centers Offset Impact of COVID-19 | TrendForce

NAND Flash Revenue Grew by 8.3% QoQ for 1Q20 as Demand from Data Centers Offset Impact of COVID-19

May 19, 2020 | PDF

Based on TrendForce’s observation, the performance of the global NAND Flash market in 1Q20 can be divided into the following phases...

Server DRAM Revenue of the Top Three Suppliers Rose Against Seasonal Headwinds by 1.4% QoQ for 1Q20 | TrendForce

Server DRAM Revenue of the Top Three Suppliers Rose Against Seasonal Headwinds by 1.4% QoQ for 1Q20

May 14, 2020 | PDF

TrendForce’s analysis of the Server DRAM market for 1Q20 finds that the procurement demand from server manufacturers and cloud service providers...

Extensions of Lockdowns in Southeast Asia Could Lead to Tighter Supply for Non-Memory Server Components | TrendForce

Extensions of Lockdowns in Southeast Asia Could Lead to Tighter Supply for Non-Memory Server Components

Apr 27, 2020 | PDF

Following up on the earlier coverage of Malaysia’s and the Philippines’ COVID-19 suppression policies...

Server Procurement Sustains Stock-Up of Components as Pandemic Causes Demand to Drop for Most End Products | TrendForce

Server Procurement Sustains Stock-Up of Components as Pandemic Causes Demand to Drop for Most End Products

Apr 22, 2020 | PDF

TrendForce’s latest research finds that global server shipments fell by just...

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