Research Reports


AI Server/HBM/Server


Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

2024/12/03

AI Server/HBM/Server

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On December 2, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced a new set of export control measures targeting China’s semiconductor industry. The key actions include...

HBM Market Dynamics and Forecast - 4Q24

2024/12/02

AI Server/HBM/Server

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The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.

Server DIMM Price Nov. 2024

2024/11/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...

Server Market Bulletin_20241128

2024/11/28

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

2024/11/26

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

2024/11/25

NAND Flash , AI Server/HBM/Server

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According to the latest research by market intelligence firm TrendForce, the enterprise SSD market continued to grow in 3Q24...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

2024/11/22

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...

4Q24 Server DRAM Datasheet

2024/11/18

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

4Q24 Enterprise SSD Datasheet

2024/11/18

NAND Flash , AI Server/HBM/Server

 EXCEL

Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

2024/11/15

DRAM , AI Server/HBM/Server

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Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...

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