Research Reports


AI Server/HBM/Server


Server DRAM Revenue Fell by 45% YoY for 3Q23 as Demand Slump Compelled Suppliers to Capture Market Share by Slashing Prices

2023/11/30

DRAM , AI Server/HBM/Server

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According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...

Server Market Bulletin_20231130

2023/11/30

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders

2023/11/28

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...

Server Market Report_4Q23

2023/11/24

DRAM , AI Server/HBM/Server

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Global Server Market – Performance in 4Q23 and Outlook for 1Q24
Development of Server Brands and CSPs
Development of Taiwanese Server OEMs and Key Supply Chains
TRI’s View

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

2023/11/22

AI Server/HBM/Server

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TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerated the deployment of digital infrastructure...

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024

2023/11/20

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...

Server Market Bulletin_20231116

2023/11/16

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on ODMs’ development in the server and AI market, as well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...

Forecast on Dynamics of AI Server and HBM Markets in 2024

2023/11/06

AI Server/HBM/Server

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Forecast on AI Server Market in 2024
Developments in AI Server Supply Chain
Market Outlook for HBM Solutions Used in AI Servers
Key Takeaways

Server Market Bulletin_20231102

2023/11/02

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...

Server DIMM Price Oct. 2023

2023/10/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers had attempted to trigger a rebound on contract prices for server DRAM this quarter by implementing an average QoQ growth of 5-10% for DDR4 quotations...