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The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...
Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024
Analysis of the Global Server Market
Server Suppliers’ Strategies and Recent Activities
Key Orientations of Server Market
TRI’s View
Global market intelligence firm TrendForce reports that the recently released report on NVIDIA’s financial results for FY4Q24 showed stellar performance, with the total revenue for the reporting period growing by 265% YoY...
Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...
As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...
Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...
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...
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