Research Reports


AI Server/HBM/Server


NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

2024/04/11

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

Server Market Bulletin_20240411

2024/04/11

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , AI Server/HBM/Server +1

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

AI Server Industry Analysis-1Q24

2024/04/02

AI Server/HBM/Server

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Global AI chip shipments for 2024 are projected to total nearly 9.4 million units, marking a YoY increase of 61%. The growth is attributed to shipments that were previously deferred in 2023 due to tight supply for CoWoS and...

Server DIMM Price Mar. 2024

2024/03/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...

1Q24 AI Server Datasheet

2024/03/28

AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.

1Q24 Server Diamond Datasheet

2024/03/27

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.

Prices of Enterprise SSDs to Increase by More than 20% QoQ for 2Q24 as Deployment of AI Inference Servers Causes a Demand Surge for High-capacity Storage Solutions

2024/03/27

NAND Flash , AI Server/HBM/Server

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The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...

Server Market Bulletin_20240321

2024/03/21

DRAM , AI Server/HBM/Server

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This issue of server bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations...