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.

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...

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...

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