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.

Attention Continues to Escalate on High Bandwidth Memory (HBM) as Special Application Invigorate New Demands | TrendForce

Attention Continues to Escalate on High Bandwidth Memory (HBM) as Special Application Invigorate New Demands

Apr 16, 2020 | PDF

Indicated by the latest research of DRAMeXchange, a division of TrendForce, the increasing demand for artificial intelligence (AI), machine learning, high performance computing (HPC)...

Server Shipments Better than Expected for Offseason and Still Going Strong in 2Q20 | TrendForce

Server Shipments Better than Expected for Offseason and Still Going Strong in 2Q20

Mar 30, 2020 | PDF

According to investigations by DRAMeXchange, a division of TrendForce, server shipments enjoyed double digit...

Supply Crunch in 2020 Will Lead to a Reshuffling of Enterprise SSD Makers in Market Share Terms | TrendForce

Supply Crunch in 2020 Will Lead to a Reshuffling of Enterprise SSD Makers in Market Share Terms

Mar 26, 2020 | PDF

Samsung and Intel together accounted for more than 60% of the global market share for Enterprise SSDs in 2019...

California’s COVID-19 Lockdown Will Not Significantly Affect Shipments of Whole Servers for Now | TrendForce

California’s COVID-19 Lockdown Will Not Significantly Affect Shipments of Whole Servers for Now

Mar 20, 2020 | PDF

In a bid to contain the rapidly expanding coronavirus outbreak, the US state of California has just issued...

Samsung’s Server DRAM Supply Is Unaffected by Philippines’ Travel Ban for Now | TrendForce

Samsung’s Server DRAM Supply Is Unaffected by Philippines’ Travel Ban for Now

Mar 19, 2020 | PDF

To limit the spread of the coronavirus disease, the government of the Philippines will be...

2Q20 DRAM ASP to Continue Rising, while COVID-19 Outbreak May Limit 2H20 ASP Increase | TrendForce

2Q20 DRAM ASP to Continue Rising, while COVID-19 Outbreak May Limit 2H20 ASP Increase

Mar 11, 2020 | PDF

According to the latest investigations from TrendForce, despite sluggish demand-side application shipment performances in 1Q20 owing to...

Enterprise SSD Prices Will Jump to a High of 15% QoQ for 2Q20 as Coronavirus Has Yet to Affect Demand | TrendForce

Enterprise SSD Prices Will Jump to a High of 15% QoQ for 2Q20 as Coronavirus Has Yet to Affect Demand

Mar 06, 2020 | PDF

The Enterprise SSD market is showing persistent tight supply and strong demand, according to the latest research from the global market intelligence firm TrendForce...

TrendForce Has Twice Raised the Forecast of the ASP of Server DRAM Products for 2Q20 Due to Surging Demand | TrendForce

TrendForce Has Twice Raised the Forecast of the ASP of Server DRAM Products for 2Q20 Due to Surging Demand

Mar 05, 2020 | PDF

DRAM suppliers have been aggressive in raising prices of server memory products due to the growing demand from...

ASP of Server DRAM Products Will Rise by 20% QoQ for 2Q20 Due to JEDI Contract and Telework Demand | TrendForce

ASP of Server DRAM Products Will Rise by 20% QoQ for 2Q20 Due to JEDI Contract and Telework Demand

Mar 05, 2020 | PDF

Taking account of the latest developments in the memory market, we at TrendForce have again...

Server DRAM Industry Analysis-1Q20 | TrendForce

Server DRAM Industry Analysis-1Q20

Mar 02, 2020 | PDF

In 1Q20, market demand for server DRAM has increased significantly, mainly because: (1)The contract price has come to an all time low...

Datacenter Demand Gradually Improves in 4Q19, with Three Giants to Enjoy Continual Growth of 8.8% in Server Memory Revenue | TrendForce

Datacenter Demand Gradually Improves in 4Q19, with Three Giants to Enjoy Continual Growth of 8.8% in Server Memory Revenue

Feb 21, 2020 | PDF

Research by TrendForce shows a recovery in server memory sales entering the fourth quarter....

4Q19 NAND Flash Revenue Grows 8.5% as Demand from Data Center Clients Prompts Shipment Growth | TrendForce

4Q19 NAND Flash Revenue Grows 8.5% as Demand from Data Center Clients Prompts Shipment Growth

Feb 20, 2020 | PDF

TrendForce’s overview of 4Q19 NAND flash industrial revenue finds that strong purchasing demand from data center clients...

[Update] Server Shipment to Return to Growth in 2020 Owing to North American and Chinese Cloud Companies’ Demand Recovery | TrendForce

[Update] Server Shipment to Return to Growth in 2020 Owing to North American and Chinese Cloud Companies’ Demand Recovery

Jan 17, 2020 | PDF

According to the latest analysis from the DRAMeXchange research division of TrendForce, the impact of the cyclically weak season...

Server DRAM Industry Analysis-4Q19 | TrendForce

Server DRAM Industry Analysis-4Q19

Dec 03, 2019 | PDF

In retrospect, the market demand for server DRAM was able to gradually recuperate in the third quarter, in the main part because...

Server DRAM Revenue of the Top Three Suppliers Rose by 12.2% QoQ on the Back of a Gradual Demand Recovery in 3Q19 | TrendForce

Server DRAM Revenue of the Top Three Suppliers Rose by 12.2% QoQ on the Back of a Gradual Demand Recovery in 3Q19

Nov 14, 2019 | PDF

Procurements of server memory products picked up in strength during 3Q19, according to TrendForce’s latest analysis of the global DRAM market...

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