Research Reports


AI Server/HBM/Server


Slow Inventory Clearance Led to Significant Decline in Enterprise SSD Revenue for 1Q25, but Quarterly Revenue Growth Is Expected in the Future as Shipments of AI-Related Products Expand

2025/05/23

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the global enterprise SSD market faced significant downward pressure in 1Q25...

NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chain

2025/05/21

AI Server/HBM/Server

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According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...

Hybrid Bonding Technology Heralds a New Era in Advanced Semiconductor Packaging

2025/05/21

NAND Flash , Wafer Foundries , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...

2Q25 Server DRAM Datasheet

2025/05/20

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

2Q25 Enterprise SSD Datasheet

2025/05/16

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.

Server Market Bulletin_20250515

2025/05/15

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

HBM Market Bulletin_20250515

2025/05/15

AI Server/HBM/Server

 PDF

In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...

DRAM Monthly Datasheet May 2025

2025/05/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

DRAM Monthly Datasheet May 2025

2025/05/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

2025/05/09

AI Server/HBM/Server

 PDF

As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...

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