AI/HBM/Server Research Reports

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

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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

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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/HBM/Server , Cloud / Edge Computing +1

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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/HBM/Server , Artificial Intelligence

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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

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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

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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

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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...

HBM Market Bulletin_20250214

2025/02/14

AI/HBM/Server

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The three major HBM suppliers—Micron, SK Hynix, and Samsung—each held their quarterly earnings calls on December 18, January 23, and January 31, respectively...

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

2025/02/07

AI/HBM/Server , Artificial Intelligence

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According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...

Server Market Bulletin_20250206

2025/02/06

DRAM , AI/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPU, as well as updates on the supply chain of server cooling...

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