Research Reports


AI Server/HBM/Server Research Reports


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...

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

2025/03/11

DRAM , AI Server/HBM/Server , Cloud / Edge Computing +1

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According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...

Server DRAM Industry Analysis-1Q25

2025/03/07

DRAM , AI Server/HBM/Server

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Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q24...

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

2025/03/07

DRAM , AI Server/HBM/Server

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As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...

Server Market Bulletin_20250306

2025/03/06

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...

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