Research Reports


AI Server/HBM/Server


Enterprise SSD Contract Price 2Q24

2024/04/29

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, AI servers have become the focus of deployment for CSPs since last year...

Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

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This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor

2024/04/19

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, mainstream HBM specifications have been evolving from HBM3 adopted by H100 and MI300 series...

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

2024/04/18

NAND Flash , AI Server/HBM/Server

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Continuing from the previous report on the enterprise SSD market released in March, TrendForce’s latest research indicates that energy efficiency has become a top priority in the development of servers for AI inference applications...

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

2024/04/11

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

Server Market Bulletin_20240411

2024/04/11

DRAM , AI Server/HBM/Server

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

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , Wafer Foundries +2

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

AI Server Industry Analysis-1Q24

2024/04/02

AI Server/HBM/Server

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Global AI chip shipments for 2024 are projected to total nearly 9.4 million units, marking a YoY increase of 61%. The growth is attributed to shipments that were previously deferred in 2023 due to tight supply for CoWoS and...

[Update] Server DIMM Price Mar. 2024

2024/03/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...

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