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.
Marvell's all-stock Lumentum deal adds InP lasers for electro-optical integration to rival Broadcom; China review and US-China ties are key risks.
CSP capex fuels AI servers; NVIDIA leads as Rubin follows Blackwell, while ASICs, liquid cooling and HBM4 surge.
Leveraging TrendForce’s extensive research on the AI supply chain, this report expands its focus to high-growth cloud service providers (CSPs). It offers comprehensive medium-to-long-term forecasts fo...
AI racks drive high-voltage DC and liquid cooling; dual-voltage designs and upgraded thermal modules fuel strong growth.
Driven by expanding AI clusters and surging bandwidth, the AI networking market will reach US$269.5B by 2027 (92% CAGR from 2024). Growth is extending from back-end networks to high-speed accelerator...
Agentic AI and inference reshape workloads, lifting server CPU demand. Shipments surge as CSP in-house Arm CPUs erode x86 share.
Hyperscaler Capex keeps rising on price hikes and shortages; pricier AI racks drive server value growth over volume.
AI chip and server growth accelerates in 2027 on rack-scale systems and ASICs, while HBM and CoWoS supply stays tight.
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers&a...
Surging AI server demand drives power semiconductor and thermal upgrades, with tight supply boosting extended orders, price hikes, and capacity expansion.
AI compute surges in 2026 as ASICs rise, NVIDIA defends its ecosystem, and bandwidth becomes the bottleneck.
CPO shifts to mass production, targeting test efficiency, lower costs, shared optical racks, and device gaps.
NOR Flash memory is facing a structural imbalance as major international manufacturers reallocate capacity to high-end AI products, contracting supply amid surging demand from servers and automotive a...
AI servers power surging demand, yet U.S. grid capacity trails shipments as midterm politics raise deferral risk.
HBM 4hi samples emerge; low capacity curbs data center use; edge interest stays early, supplier uptake cautious.
