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.
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In retrospect, the server DRAM demand in 2Q19 appeared to be tepid due to the slow-moving inventories of cloud service providers...
According to the global market research company TrendForce, the procurement momentum of the Server DRAM market...
According to the latest investigations by DRAMeXchange , a division of TrendForce , although the US and China have reopened trade...
In retrospect, the sentiment in the Server DRAM market was relatively conservative in 1Q19 mainly because the inventory...
The latest analysis of the sever DRAM market by DRAMeXchange, a division of TrendForce, estimates that the Huawei ban imposed by the US government...
The latest analysis of the server DRAM market by DRAMeXchange, a division of TrendForce, finds that the high inventory level was the primary reason...
According to DRAMeXchange, a division of TrendForce, the global server market is predicted to continue growing in 2019...
DRAMeXchange, a division of TrendForce, reports that the total server DRAM revenue of the top three DRAM suppliers...
The server DRAM demand was lower in 3Q18 than in 2Q18 due to the rising inventory level in the end market...
The server DRAM revenues of the three major DRAM suppliers grew by 10.8% sequentially to US$8.911 billion in 3Q18...
According to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around...
In 2Q18, despite the attempts by suppliers to increase server DRAM share, server DRAM supply remained tight...
DRAMeXchange, a division of TrendForce, the Chinese market has witnessed a surging demand for server in 2018...
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn begun their 4Q18 contract negotiations...
DRAMeXchange, a division of TrendForce, reports that the total server DRAM revenue of the top three DRAM suppliers...