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Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language models (LLMs)...
This issue of server bulletin provides an update on server ODMs’ outlook towards 2024. Continuing from previous observations...
2024 AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, South Korean suppliers have been successively proposing quotes for 1Q24 contract prices recently...
As indicated by the survey of global market intelligence firm TrendForce, traditional off season demand from 1Q24 has not deterred suppliers’ determination in ramping up their prices expeditiously...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand primarily due to the subtle reduction in annual shipment...
As observed by global market intelligence firm TrendForce, CSPs, who act as essential drivers for the growth of the AI market, have been carrying on with their deployment...
This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...
The annual global server shipments (including all types) are projected to drop by around 6% YoY for 2023...
In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
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