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According to the latest research by TrendForce, global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 14.6M units, with the market value anticipated to hit...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA provided updates to several of its cloud...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is projected to double, with NVIDIA as the largest customer, shifting to CoWoS-L with Blackwell production. CSP ASICs are also key CoWoS demand drivers, with AWS advancing from Trainium2 to Trainium3 this year. However, DeepSeek's rise and potential GB rack supply issues could impact future CoWoS demand. Overall, recent CoWoS adjustments reflect actual needs, but end-customer AI server orders and TSMC's expansion plans remain largely unchanged.
According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...
The server market is experiencing robust growth, exceeding prior forecasts, fueled by surging AI-driven demand from North American and Chinese CSPs. This has led to increased server orders, particularly for AI servers and high-capacity DRAM modules. Geopolitical factors are also influencing procurement strategies. TrendForce projects a stabilization of server DRAM (DDR5) prices in Q2 2025, with potential price increases in Q3, driven by strong demand and limited supply, partly due to HBM production. Suppliers like SK hynix, Samsung, and Micron are adjusting production and pricing strategies accordingly. The overall outlook is positive, with server DRAM leading a potential broader DRAM market recovery. Key factors to watch include consumer demand recovery and HBM market dynamics.
With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...
TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI servers, both North American and Chinese CSPs are accelerating in-house ASIC development to improve performance, reduce costs, and lessen reliance on external suppliers. ASIC AI servers are projected to reach a 29% market share by 2028, with a market value of US$41 billion.
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. Strong demand for high-end GPUs (including Hopper and Blackwell series) from hyperscale CSPs and enterprises fueled NVIDIA's overall revenue growth. The rise of DeepSeek will promote the development of edge AI inference servers and expand the scope of AI applications.
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