AI/HBM/Server Research Reports

Server DIMM Price May 2025

2025/05/29

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As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...

Server Market Bulletin_20250529

2025/05/29

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This week’s Bulletin focuses on the latest market changes and development of CSPs and enterprise OEMs...

Bit Shipment Share of DDR5 Has Climbed to Around 90%, Boosting 1Q25 Server DRAM Revenue by 1.4% QoQ to US$10.688 Billion

2025/05/28

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Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...

Demand Rises for DDR4 Server and PC DRAM Products as Suppliers’ EOL Plans for DDR4 Spur Significant Hikes in Contract Prices

2025/05/28

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Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

2025/05/28

AI/HBM/Server , Artificial Intelligence

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According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips with...

Server Market Report_2Q25

2025/05/27

DRAM , AI/HBM/Server

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Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in Server Supply Chain for 2025
TRI’s View

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/HBM/Server , Artificial Intelligence

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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/HBM/Server , Artificial Intelligence

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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/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...

Server Market Bulletin_20250515

2025/05/15

DRAM , AI/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...

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