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This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook on server demand...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of server DRAM are still underway right now as market participants have yet to reach a consensus...
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, the ongoing increase of shipment for servers adopted with NVIDIA’s GPUs has catalyzed a significant elevation of demand for enterprise SSD within North America...
Traditional DRAM computability can no longer fulfill the performance need of modern applications alongside the growth of demand for data processing and the increase of databases...
As indicated by the survey of global market intelligence firm TrendForce, clients associated with AI servers have been placing additional orders for enterprise SSD recently amidst the immense...
Global market intelligence firm TrendForce reports that NVIDIA is expected to launch a new generation of GPU platform named Blackwell by the end of 2024...
NVIDIA, having begun shipping H200 since 2Q24, is slated to ramp up B100 whilst shipping out small batches of GB200 starting from 3Q24. AMD is scheduled to ship its MI325 starting from 4Q24...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations, L10 and L6 barebone servers...
With our expertise in the memory market, this provides a comprehensive analysis and forecast on HBM market share, ASP, wafer capacity, demand consumption, etc.
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