Research Reports


AI Server/HBM/Server Research Reports


Impending Launch of NVIDIA’s Blackwell and B300 Series Will Drive Shipments from Liquid Cooling Supply Chain; GB200 NVL72 Will Adopt Liquid-to-Air (L2A) Cooling Solution by 2025

2024/10/30

AI Server/HBM/Server

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According to the latest survey by the global market intelligence firm TrendForce, NVIDIA’s GB200 rack solutions are set to be shipped by the end of this year...

Enterprise SSD Contract Price 4Q24

2024/10/30

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North America’s establishment of AI servers upon receiving NVIDIA’s products has actuated orders for 4TB SSD...

HBM Industry Analysis-3Q24

2024/10/21

AI Server/HBM/Server

 PDF

Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...

Server Market Bulletin_20241017

2024/10/17

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...

HBM Market Bulletin_20241015

2024/10/15

AI Server/HBM/Server

 PDF

In the HBM datasheet released earlier in October, TrendForce revealed suppliers’ production capacity plans for 2025 and calculated HBM demand based on AI chip shipment volumes...

AI Server Industry Analysis-3Q24

2024/10/04

AI Server/HBM/Server

 PDF

According to the latest survey by TrendForce, the total global server shipment volume (including AI servers) in 2024 is estimated to reach 13.7M units...

NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

2024/10/03

AI Server/HBM/Server

 PDF

TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...

Server DIMM Price Sep. 2024

2024/09/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have mostly concluded...

Server Market Bulletin_20240926

2024/09/26

DRAM , AI Server/HBM/Server

 PDF

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

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

2024/09/25

DRAM , AI Server/HBM/Server

 PDF

According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...

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