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.
DRAMeXchange, a division of TrendForce, estimates that x86-based solutions will continue to be the market mainstream in 2018...
The shortfall in the supply of server DRAM may ease in the second half, as evidenced by...
Server DRAM demands, notably stock-up demands, remained stable in the traditional off-season first quarter...
Thanks to high ASP (average selling price) on tight supply, the total revenue of the three major server DRAM suppliers still...
According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment experienced slight decline in 1Q18...
According to the latest data of DRAMeXchange, a division of TrendForce, the top three Server DRAM suppliers...
Brief comment on Q4 server DRAM market: Despite increased output share, server DRAM supply still couldn't meet demand in Q4...
The total server DRAM revenue of the top three DRAM suppliers (Samsung, SK Hynix, and Micron) rose by...
The climbing prices of DRAM over the past six quarters have added the cost pressures of Chinese smartphone brands...
According to the latest report of DRAMeXchange, a division of TrendForce, the price of server DRAM will continue to...
On 22 December 2017, China’s National Development and Reform Commission (NDRC) held a meeting with representatives from Samsung to...
Strained DRAM supply is expected to continue into 2018, boosting quotes further...
Brief comment on Q3 server DRAM market: Despite increased share, server DRAM supply still couldn't meet expanding demand in Q3...
Bolstered by higher ASP (average selling price), sales of the three major DRAM suppliers...
2Q17 server DRAM sales of the three major DRAM suppliers...
