Research Reports


AI Server/HBM/Server


HBM Industry Analysis-2Q25

2025/04/24

AI Server/HBM/Server

 PDF

Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

2025/04/17

AI Server/HBM/Server

 PDF

According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...

Server Market Bulletin_20250417

2025/04/17

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs...

2Q25 HBM Datasheet

2025/04/17

AI Server/HBM/Server

 EXCEL

With our expertise in the memory market, this provides a comprehensive analysis and forecast on HBM market share, ASP, wafer capacity, demand consumption, etc.

HBM Market Bulletin_20250416

2025/04/16

AI Server/HBM/Server

 PDF

The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...

DRAM Monthly Datasheet Apr. 2025

2025/04/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

DRAM Monthly Datasheet Apr. 2025

2025/04/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

2025/04/09

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

2025/04/07

DRAM , AI Server/HBM/Server , Smartphones

 PDF

According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...

AI Server Industry Analysis-1Q25

2025/04/01

AI Server/HBM/Server

 PDF

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...

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