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.
TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows: 1. Server CPU Market: State of Co...
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...
Thermal Design Power (TDP), as server chips improve in computability, is constantly surpassing the limit of power consumption amidst the incessant increase of temperature during summertime under clima...
The COVID-19 pandemic had decelerated the global economic development over the past year, yet expedited on the progress of enterprise cloud migration. Businesses, regardless of scales...
The COVID-19 pandemic had ascended cloud services last year, and magnified the purchase volume of enterprise SSD...
As indicated by the survey of global market intelligence firm TrendForce, the rapid changes in the international politic situation in recent years...
TrendForce’s analysis of the NAND Flash market for 4Q20 finds that clients in the server and datacenter segments continued their inventory reduction efforts that had begun in the previous quarter...
TrendForce’s analysis of the NAND Flash market for 3Q20 finds that the overall demand remained anemic...
As indicated by the survey of global market intelligence firm TrendForce, the global spreading of the COVID-19 pandemic during 2Q20 that propelled the demand for cloud services...
Looking back at 2Q20, the global spread of COVID-19 accelerated in March and soon reached countries in Europe...
Based on TrendForce’s observation, the performance of the global NAND Flash market in 1Q20 can be divided into the following phases...
