Research Reports


AI Server/HBM/Server Research Reports


HBM Market Dynamics and Forecast - 1Q25

2025/03/05

AI Server/HBM/Server

 PDF

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.

Server Market Report_1Q25

2025/03/03

DRAM , AI Server/HBM/Server

 PDF

Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in AI Servers and Data Center Markets During 2025
TRI’s View

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

2025/03/03

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

 PDF

With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

2025/02/27

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

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...

Server DIMM Price Feb. 2025

2025/02/27

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

2025/02/26

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

 PDF

Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...

Implications and Impact of DeepSeek

2025/02/25

DRAM , AI Server/HBM/Server , Artificial Intelligence

 PDF

Inside DeepSeek
AI Software Ecosystem
AI Hardware Ecosystem
Implications & Impact
Opportunities

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

2025/02/24

NAND Flash , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the arrival of NVIDIA’s H series in 4Q24 spurred enterprise SSD orders...

Server Market Bulletin_20250220

2025/02/20

DRAM , AI Server/HBM/Server

 PDF

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

Enterprise SSD Contract Price 1Q25(updated)

2025/02/18

NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty in assembling...

Get in touch with us