Research Reports


AI Server/HBM/Server


Server DRAM Industry Analysis-2Q23

2023/05/31

DRAM , AI Server/HBM/Server

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In 1Q23, the global economy was still affected by continuing inflation; and the server market, which had previously been relatively robust...

Server DIMM Price May 2023

2023/05/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to fully obtain a market consensus despite having entered mid-2Q23...

Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts

2023/05/26

DRAM , AI Server/HBM/Server

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According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...

Enterprise SSD Revenue Shrank by Nearly 50% QoQ for 1Q23 as Weak Demand and Inventory Adjustments Caused ASP to Drop by More Than 15% QoQ

2023/05/26

NAND Flash , AI Server/HBM/Server

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According to global market intelligence firm TrendForce, high inflation caused companies across sectors to scale back capital expenditure for this year...

Dynamics of AI Server Market

2023/05/26

DRAM , AI Server/HBM/Server

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1. Forecast on Global Server Market
2. Development Dynamics of AI Server Applications
3. Major Chip Suppliers and Shipment Ratio of AI Servers
4. Global Shipment and Estimated Ratio Changes of AI Servers
5. Memory Solutions for AI Servers
6. Major Server Manufacturers’ Latest Activities in AI Server Segment

NVIDIA All-Time High in Data Center Revenue from AI Demand; TrendForce Estimates 40% AI Server Shipment Growth in 2023

2023/05/25

AI Server/HBM/Server

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Global GPU supply leader NVIDIA announced its FY1Q24 (January 30th 2023 – April 30th 2023) financial report on May 24th, which indicates a revenue of US$7.192 billion at a QoQ increase of 19%...

Server Market Bulletin_20230525

2023/05/25

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the updates of markets for enterprise OEMs and CSPs. As indicated by TrendForce’s latest supply chain survey...

Global Server Market Continues to Lower Shipment Outlook as CSPs Revise Purchase Plans for 2023

2023/05/12

DRAM , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, server ODMs have started stocktaking and discussing inventory reduction on a monthly basis from the pressure accumulated during the pandemic...

Server Market Bulletin_20230511

2023/05/11

DRAM , AI Server/HBM/Server

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Production of server motherboards has yet to increase or decrease significantly after the surveying on the supply chain...

Demand Continues to Weaken with Annual Server Shipment Projection Undergoing Downward Corrections

2023/05/03

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that it is now near the end of April, and prices have been finalized for a portion of DRAM and NAND Flash contracts for 2Q23...

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