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.

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...

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...

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