Research Reports


AI Server/HBM/Server


1Q24 Server Diamond Datasheet

2024/03/27

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.

Prices of Enterprise SSDs to Increase by More than 20% QoQ for 2Q24 as Deployment of AI Inference Servers Causes a Demand Surge for High-capacity Storage Solutions

2024/03/27

NAND Flash , AI Server/HBM/Server

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The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...

Server Market Bulletin_20240321

2024/03/21

DRAM , AI Server/HBM/Server

 PDF

This issue of server bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

DDR5 Prices Could Undergo Revisions in 2H24 as Existing Demand Bit Fell Below Suppliers’ Expectations

2024/03/12

DRAM , AI Server/HBM/Server

 PDF

As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...

Server DRAM Industry Analysis-1Q24

2024/03/11

DRAM , AI Server/HBM/Server

 PDF

The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

Server Market Bulletin_20240307

2024/03/07

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...

Server Market Report_1Q24

2024/03/05

DRAM , AI Server/HBM/Server

 PDF

Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024
Analysis of the Global Server Market
Server Suppliers’ Strategies and Recent Activities
Key Orientations of Server Market
TRI’s View

Adoption of Domestically Sourced Chips Will Grow in Chinese AI Market during 2024 Due to US Export Control Rules

2024/03/05

AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the recently released report on NVIDIA’s financial results for FY4Q24 showed stellar performance, with the total revenue for the reporting period growing by 265% YoY...

Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

2024/03/04

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...