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TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...
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 Hyperscaler Servers in Memory Consumption.
According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...
Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View
This week’s Bulletin provide an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...
As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...
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