Research Reports


AI Server/HBM/Server Research Reports


HBM Market Bulletin - Nov. 17, 2025

2025/11/17

AI Server/HBM/Server

 PDF

AI demand lifts memory; fab limits push per-wafer pricing. HBM tight; suppliers favor DDR5; extras may rise.

Server Market Bulletin - Nov. 13, 2025

2025/11/13

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

 PDF

This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.

Server DRAM Price Surge: Long-Term Strategy & Capacity Race - From Q4 2025

2025/11/12

DRAM , AI Server/HBM/Server , Semiconductors

 PDF

Server DRAM prices are projected to surge due driven by tight supply and robust cloud service provider demand. To secure supply, clients are aggressively negotiating long-term agreements, incentivizing manufacturers to expand capacity. Manufacturers are shifting production focus to high-margin DDR5. Market anticipates persistent undersupply, with substantial new capacity taking years to come online, while process upgrades accelerate short-term. PC DRAM also rises, but less significantly.

AI Performance Drives Enterprise SSD Dominance in Storage - 2026 Trends

2025/11/12

NAND Flash , AI Server/HBM/Server , Semiconductors

 PDF

AI's evolving demands shift storage from HDDs (high latency) to SSDs (speed, low latency). SSDs offer superior performance and TCO benefits, accelerating their adoption in AI infrastructure.

DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited

2025/11/07

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

 PDF

AI drives surging memory demand, prompting capex revisions. However, limited cleanroom space and a shift to advanced tech over raw capacity will constrain future bit output growth. Equipment vendors are optimistic, yet memory tech hurdles rise.

2026 Global AI Server Market and Supply Chain

2025/11/05

AI Server/HBM/Server

 PDF

This report analyzes the global AI server market and supply chain, highlighting key players, tech shifts, and demand-capacity balance.

2026 Cloud AI Outlook: NA Hyperscalers Target GPU & ASICs

2025/11/05

AI Server/HBM/Server , Semiconductors

 PDF

North American cloud giants are substantially increasing Capex, signaling an investment peak in AI infrastructure over the next two years. Shifting to large-scale, long-term strategies, they are focusing on high-end GPU Racks and accelerating in-house AI ASIC development to secure market leadership and drive rapid AI server growth.

Server DIMM Price Oct. 2025

2025/10/31

DRAM , AI Server/HBM/Server

 PDF

Strong CSP demand is driving server DRAM prices significantly higher, with 4Q25 increases revised upwards. CSPs are proactively securing 2027 supply, incentivizing manufacturers to boost capacity, signaling a sustained upward price trend.

HBM Industry Analysis - 4Q25

2025/10/31

AI Server/HBM/Server

 PDF

Major suppliers are expanding HBM capacity, with 2025 shipments revised upward. SK hynix leads with 150K TSV capacity, while Micron ramps up its Taiwan facilities. By 2026, all three will begin HBM4 mass production, with Samsung’s shipment growth expected to lead.

Server Market Bulletin - Oct. 30, 2025

2025/10/30

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

 PDF

AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.

Get in touch with us