Research Reports


AI Server/HBM/Server


Revenue from Enterprise SSDs Grew by More than 60% QoQ for 1Q24 Due to Orders Being Driven by SSD Adoption in AI Server Segment

2024/05/24

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that SSD demand rebounded in 1Q24, unlike the situation in 1Q23 when there was a sharp decline in SSD orders due to buyers focusing on inventory reduction...

Easing of GPU Shortage Allowed Data Center Business to Account for 87% of NVIDIA’s Revenue for FY1Q25; Sources of Demand for AI Servers Expand beyond CSPs to Include Sovereign Cloud and Other Applications

2024/05/24

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that this year, NVIDIA’s revenue growth is primarily being driven by the demand from major North American CSPs, server brands (OEMs)...

Server Market Bulletin_20240523

2024/05/23

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

2024/05/22

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

2Q24 Server DRAM Datasheet

2024/05/17

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

2Q24 Enterprise SSD Datasheet

2024/05/17

NAND Flash , AI Server/HBM/Server

 EXCEL

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.

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024/05/13

DRAM , AI Server/HBM/Server

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According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

Server Market Bulletin_20240509

2024/05/09

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...

2024 AI Server and HBM Market Dynamics and Forecast

2024/05/02

AI Server/HBM/Server

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2024 AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

2024/04/30

AI Server/HBM/Server

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According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

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