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.

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...

Edge Computing Will Drive the Growth of Micro Server, Boosting the Demand for Server DRAM | TrendForce

Edge Computing Will Drive the Growth of Micro Server, Boosting the Demand for Server DRAM

Jul 25, 2018 | PDF

DRAMeXchange, a division of TrendForce, estimates that x86-based solutions will continue to be the market mainstream in 2018...

3Q18 Contract Price Hike for Server DRAM Limited Due to Improved Supply | TrendForce

3Q18 Contract Price Hike for Server DRAM Limited Due to Improved Supply

Jun 15, 2018 | PDF

The shortfall in the supply of server DRAM may ease in the second half, as evidenced by...

Server DRAM Industry Analysis-2Q18 | TrendForce

Server DRAM Industry Analysis-2Q18

May 29, 2018 | PDF

Server DRAM demands, notably stock-up demands, remained stable in the traditional off-season first quarter...

Three Major Server DRAM Suppliers Score 10.3% Revenue Growth in Q1 due to Tight Supplies | TrendForce

Three Major Server DRAM Suppliers Score 10.3% Revenue Growth in Q1 due to Tight Supplies

May 09, 2018 | PDF

Thanks to high ASP (average selling price) on tight supply, the total revenue of the three major server DRAM suppliers still...

Inspur Will Climb to Third Place in Global Server Shipment Ranking for 1H18, Lenovo May Drop to the Fifth | TrendForce

Inspur Will Climb to Third Place in Global Server Shipment Ranking for 1H18, Lenovo May Drop to the Fifth

Apr 25, 2018 | PDF

According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment experienced slight decline in 1Q18...

Server DRAM Prices Will Continue to Rise as Server Demand from China Boosts in 2Q18 | TrendForce

Server DRAM Prices Will Continue to Rise as Server Demand from China Boosts in 2Q18

Mar 15, 2018 | PDF

According to the latest data of DRAMeXchange, a division of TrendForce, the top three Server DRAM suppliers...

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