Research Reports


AI Server/HBM/Server


TrendForce--2025 Demand Outlook – 4Q24

2024/12/12

AI Server/HBM/Server , LCD , OLED +6

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“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is an integration of their research expertise, and provides the followings: (1) Market Status; (2) Industry Dynamics; and (3) Industry Trends. This report aims to help members grasp on market dynamics, manage investment risks, and formulate business strategies by offering valuable forecasts on the industry.

Content:

1. AI Servers
2. Servers
3. Wearables
4. Notebooks
5. Monitors
6. Smartphones
7. Automotive Applications
8. Tablets
9. Televisions

Server Market Bulletin_20241212

2024/12/12

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

2024/12/09

DRAM , AI Server/HBM/Server

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Donald John Trump, the latest US president-elect, announced on November 26th 2024 when he won the presidential election that he will be signing an executive order on the day of inauguration...

Server DRAM Industry Analysis-4Q24

2024/12/09

DRAM , AI Server/HBM/Server

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Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

2024/12/06

AI Server/HBM/Server

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According to global market intelligence firm TrendForce, NVIDIA has become increasingly dominant in the AI GPU market since the initiation of GenAI actuated by ChatGPT in 2023...

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...

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