Research Reports


AI Server/HBM/Server


Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

2024/09/05

AI Server/HBM/Server

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Global AI Servers Market Forecast
Outlook of the Leading CSPs’ AI Servers Infra and self-developed ASICs
Global Footprint of CSPs’ Data Centers
Dynamics of Key Supply Chain Players of CSPs’ ASIC
Key Takeaways

Server DRAM Industry Analysis-3Q24

2024/09/04

DRAM , AI Server/HBM/Server

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Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...

Server DIMM Price Aug. 2024

2024/08/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have yet to full conclude...

HBM Market Dynamics and Forecast - 3Q24

2024/08/30

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.

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

2024/08/29

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...

Server Market Bulletin_20240829

2024/08/29

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...

Enterprise SSD Market Saw Contract Prices Rise by Over 25% QoQ and Revenue Grow by 50% in 2Q24 Due to AI-related Demand Causing SSD Shortage

2024/08/26

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the second quarter saw a significant increase in the procurement of enterprise SSDs...

Server DRAM Suppliers Continued to Rise in Revenue by 37.5% QoQ and 217% YoY amidst Surging Demand for DDR5

2024/08/22

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...

HBM Market Bulletin_20240820

2024/08/20

AI Server/HBM/Server

 PDF

HBM achieves high bandwidth and high density through backend process steps such as TSV and 3D stacking. However, these process steps also create bottlenecks in improving production yields...

3Q24 Server DRAM Datasheet

2024/08/20

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

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