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.

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...

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...

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