Global Hi-Tech Industry Research Report


AI/HBM/Server Global Hi-Tech Industry Research Report


Server Market Bulletin_20240718

2024/07/18

DRAM , AI/HBM/Server

 PDF

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...

AI Server Industry Analysis-2Q24

2024/07/04

AI/HBM/Server

 PDF

According to TrendForce’s latest research, global server shipments (including AI servers) totaled 1.34 M units for 2023, and global server revenue...

Server Market Bulletin_20240704

2024/07/04

DRAM , AI/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...

Server DIMM Price Jun. 2024

2024/06/28

DRAM , AI/HBM/Server

 PDF

Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

 PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

Restocking Activities Are Poised to Begin in Upstream of Supply Chain and Server Market Is in Peak Season; Global Server Shipments Will Show QoQ Growth for 2Q24 and 3Q24

2024/06/25

DRAM , AI/HBM/Server

 PDF

According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...

Server Market Bulletin_20240620

2024/06/20

DRAM , AI/HBM/Server

 PDF

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

Competitions between x86 and ARM to Ascend Growth of AI PC Market in 2025 as Cloud AI Servers Concatenate Edge AI Applications

2024/06/18

AI/HBM/Server

 PDF

As observed by global market intelligence firm TrendForce, 2024 will be seeing a continuance of development from that of last year, where major CSPs...

Server Market Report_2Q24

2024/06/11

DRAM , AI/HBM/Server

 PDF

Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View

Server Market Bulletin_20240606

2024/06/06

DRAM , AI/HBM/Server

 PDF

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

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