Research Reports


AI Server/HBM/Server Research Reports


2026 Outlook: CSP & NVIDIA Drive Arm Server Rise

2025/12/05

AI Server/HBM/Server

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CSP self-developed chips and NVIDIA's platforms are driving Arm adoption, eroding x86 dominance in server markets.

2026 Outlook: The Era of GW-Level AI Data Centers

2025/12/01

AI Server/HBM/Server

 PDF

2026 marks the GW-level data center era. CSPs prioritize AI dominance with massive spending. OpenAI shifts to co-developing infrastructure, driving a structural power demand surge.

Server DIMM Price Nov. 2025

2025/11/28

DRAM , AI Server/HBM/Server

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Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; further supply-demand changes warrant monitoring.

Memory Price Surge Cuts Console Forecast

2025/11/28

DRAM , NAND Flash , MLCC +9

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Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.

Server Market Bulletin - Nov. 27, 2025

2025/11/27

DRAM , AI Server/HBM/Server , Cloud / Edge Computing +1

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The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to strengthen supercomputing and data-center ecosystems, with growth momentum expected to persist.

4Q25 Server Market Report

2025/11/25

DRAM , AI Server/HBM/Server

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Global Server Market – Trends in 4Q25 and Outlook for 2026

High Server DRAM Demand Drives Expansion by Major Suppliers

2025/11/24

DRAM , AI Server/HBM/Server , Semiconductors

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TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.

4Q25 Server DRAM Datasheet

2025/11/24

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

3Q25 Revenue Ranking among Enterprise SSD Suppliers

2025/11/21

NAND Flash , AI Server/HBM/Server

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The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity products is leading to 4Q25 shortages, significant price hikes, and a scramble for materials.

4Q25 Enterprise SSD Datasheet

2025/11/21

NAND Flash , AI Server/HBM/Server

 EXCEL

Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.

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