Research Reports


AI Server/HBM/Server


Enterprise SSD Contract Price 3Q23

2023/07/31

NAND Flash , AI Server/HBM/Server

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According to TrendForce’s research, the overall economic outlook was negative at the beginning of this year. In view of this situation, North American CSPs have corrected down their annual server demand...

HBM Supply Bit Estimated at 105% YoY in 2024 amidst Expansions as AI Servers Continue to Ascend Demand for Accelerators

2023/07/28

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM (High Bandwidth Memory) products that had initially occupied roughly 1% of bit production among DRAM suppliers...

HBM Supply Bit Estimated at 105% YoY in 2024 amidst Expansions as AI Servers Continue to Ascend Demand for Accelerators

2023/07/28

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM (High Bandwidth Memory) products that had initially occupied roughly 1% of bit production among DRAM suppliers...

Server Market Bulletin_20230727

2023/07/27

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs...

[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand

2023/07/25

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...

[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand

2023/07/25

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...

Server Market Bulletin_20230713

2023/07/13

DRAM , AI Server/HBM/Server

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TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server buyers...

Rumored Suspension on Supply of Intel Sapphire Rapids MCC Induced Restricted Impact on 2Q23

2023/07/05

DRAM , AI Server/HBM/Server

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As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...

AI Server Industry Analysis-2Q23

2023/06/30

AI Server/HBM/Server

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TrendForce estimates overall AI chip shipment (including GPU, FPGA, and AISC) to arrive at 5.6 million units in 2023 under a 55% growth...

Server DIMM Price Jun. 2023

2023/06/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...

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