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-3Q19 | TrendForce

Server DRAM Industry Analysis-3Q19

Aug 29, 2019 | PDF

In retrospect, the server DRAM demand in 2Q19 appeared to be tepid due to the slow-moving inventories of cloud service providers...

Tepid Demand in 2Q19 Drags Down Revenues of Three Major DRAM Suppliers by 21.5% | TrendForce

Tepid Demand in 2Q19 Drags Down Revenues of Three Major DRAM Suppliers by 21.5%

Aug 15, 2019 | PDF

According to the global market research company TrendForce, the procurement momentum of the Server DRAM market...

Server ODMs Add Taiwan Production Lines, yet the Economic Benefits May Not Be on Par with China Manufacturers | TrendForce

Server ODMs Add Taiwan Production Lines, yet the Economic Benefits May Not Be on Par with China Manufacturers

Jul 02, 2019 | PDF

According to the latest investigations by DRAMeXchange , a division of TrendForce , although the US and China have reopened trade...

Server DRAM Industry Analysis-2Q19 | TrendForce

Server DRAM Industry Analysis-2Q19

Jun 04, 2019 | PDF

In retrospect, the sentiment in the Server DRAM market was relatively conservative in 1Q19 mainly because the inventory...

Server DIMM Price May 2019 | TrendForce

Server DIMM Price May 2019

May 30, 2019 | PDF

The latest analysis of the sever DRAM market by DRAMeXchange, a division of TrendForce, estimates that the Huawei ban imposed by the US government...

Server DRAM Revenue of the Top Three Suppliers Fell by 35.4% QoQ in 1Q19 Due to Seasonal Headwinds | TrendForce

Server DRAM Revenue of the Top Three Suppliers Fell by 35.4% QoQ in 1Q19 Due to Seasonal Headwinds

May 13, 2019 | PDF

The latest analysis of the server DRAM market by DRAMeXchange, a division of TrendForce, finds that the high inventory level was the primary reason...

Worldwide Server Shipments to Peak in 2020 Due to Business-Transforming 5G Technology | TrendForce

Worldwide Server Shipments to Peak in 2020 Due to Business-Transforming 5G Technology

Apr 18, 2019 | PDF

According to DRAMeXchange, a division of TrendForce, the global server market is predicted to continue growing in 2019...

Server DRAM Revenue of the Top Three Suppliers Fell 22.7% QoQ in 4Q18 as the Overall Memory Demand Started to Weaken | TrendForce

Server DRAM Revenue of the Top Three Suppliers Fell 22.7% QoQ in 4Q18 as the Overall Memory Demand Started to Weaken

Feb 14, 2019 | PDF

DRAMeXchange, a division of TrendForce, reports that the total server DRAM revenue of the top three DRAM suppliers...

Server DRAM Industry Analysis-4Q18 | TrendForce

Server DRAM Industry Analysis-4Q18

Nov 27, 2018 | PDF

The server DRAM demand was lower in 3Q18 than in 2Q18 due to the rising inventory level in the end market...

3Q18 Server DRAM Industry Value Hits New High as Revenue Growth Reaches 10.8% | TrendForce

3Q18 Server DRAM Industry Value Hits New High as Revenue Growth Reaches 10.8%

Nov 12, 2018 | PDF

The server DRAM revenues of the three major DRAM suppliers grew by 10.8% sequentially to US$8.911 billion in 3Q18...

Server Makers May Consider Moving Production Facilities Back to Taiwan due to Escalating Trade War | TrendForce

Server Makers May Consider Moving Production Facilities Back to Taiwan due to Escalating Trade War

Sep 20, 2018 | PDF

According to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around...

Server DRAM Industry Analysis-3Q18 | TrendForce

Server DRAM Industry Analysis-3Q18

Aug 28, 2018 | PDF

In 2Q18, despite the attempts by suppliers to increase server DRAM share, server DRAM supply remained tight...

Huawei’s Server Shipment to China to Reach a New Record High due to Surging Demand in China | TrendForce

Huawei’s Server Shipment to China to Reach a New Record High due to Surging Demand in China

Aug 28, 2018 | PDF

DRAMeXchange, a division of TrendForce, the Chinese market has witnessed a surging demand for server in 2018...

DRAM Products to See a Weak Price Trend in 4Q18 after Price Growth of Nine Consecutive Quarters | TrendForce

DRAM Products to See a Weak Price Trend in 4Q18 after Price Growth of Nine Consecutive Quarters

Aug 15, 2018 | PDF

DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn begun their 4Q18 contract negotiations...

Steady Demand Growth Caused Total Server DRAM Revenue to Rise by 15.3% QoQ in 2Q18 | TrendForce

Steady Demand Growth Caused Total Server DRAM Revenue to Rise by 15.3% QoQ in 2Q18

Aug 09, 2018 | PDF

DRAMeXchange, a division of TrendForce, reports that the total server DRAM revenue of the top three DRAM suppliers...

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