Research Reports


AI Server/HBM/Server


2Q24 HBM Datasheet

2024/07/10

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.

AI Server Industry Analysis-2Q24

2024/07/04

AI Server/HBM/Server

 PDF

According to TrendForce’s latest research, global server shipments (including AI servers) totaled 1.34 M units for 2023, and global server revenue...

Server Market Bulletin_20240704

2024/07/04

DRAM , AI Server/HBM/Server

 PDF

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

Server DIMM Price Jun. 2024

2024/06/28

DRAM , AI Server/HBM/Server

 PDF

Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...

2Q24 AI Server Datasheet

2024/06/27

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.

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

 PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

2Q24 Server Diamond Datasheet

2024/06/26

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 Hyperscaler Servers in Memory Consumption.

Restocking Activities Are Poised to Begin in Upstream of Supply Chain and Server Market Is in Peak Season; Global Server Shipments Will Show QoQ Growth for 2Q24 and 3Q24

2024/06/25

DRAM , AI Server/HBM/Server

 PDF

According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...

Server Market Bulletin_20240620

2024/06/20

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

Competitions between x86 and ARM to Ascend Growth of AI PC Market in 2025 as Cloud AI Servers Concatenate Edge AI Applications

2024/06/18

AI Server/HBM/Server

 PDF

As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...

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