Research Reports


AI Server/HBM/Server Research Reports


HBM Market Bulletin_20250416

2025/04/16

AI Server/HBM/Server

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The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

2025/04/09

DRAM , AI Server/HBM/Server , Artificial Intelligence

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Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

2025/04/07

DRAM , AI Server/HBM/Server , Smartphones +1

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According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...

AI Server Industry Analysis-1Q25

2025/04/01

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest research by TrendForce, global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 14.6M units, with the market value anticipated to hit...

Server DIMM Price Mar. 2025

2025/03/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, purchase sentiment of the server DRAM market had slightly recovered in March 2025...

Server Market Bulletin_20250320

2025/03/20

DRAM , AI Server/HBM/Server

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

HBM Market Bulletin_20250317

2025/03/17

AI Server/HBM/Server

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This month’s HBM Bulletin focuses on the changes to HBM market share of each supplier in 2025. Samsung, who has been prohibited by...

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

2025/03/14

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

2025/03/11

AI Server/HBM/Server , Artificial Intelligence

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As indicated by TrendForce’s latest survey on the supply chain, NVIDIA has started ramping up its new Blackwell platform since 1Q25...

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