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The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to strengthen supercomputing and data-center ecosystems, with growth momentum expected to persist.
Global Server Market – Trends in 4Q25 and Outlook for 2026
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
Quarterly Server DRAM latest market revenue/output update
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity products is leading to 4Q25 shortages, significant price hikes, and a scramble for materials.
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.
This report focuses on NVIDIA data-center growth and rack-based solutions, highlighting large architectures and liquid cooling as core innovation drivers, with regional markets and risk management noted.
AI demand and HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage, pushing CSPs to validate large-capacity SSDs.
AI demand lifts memory; fab limits push per-wafer pricing. HBM tight; suppliers favor DDR5; extras may rise.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
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