Research Reports


AI Server/HBM/Server


One of CSPs Is Taking Lead in Extending Operational Lifespan of Servers, but Server Shipments Will Remain Robust in Future

2022/06/16

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices

2022/06/10

DRAM , NAND Flash , AI Server/HBM/Server

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Continuing from the memory price projection of the previous quarter, global market intelligence firm TrendForce reports that factors such as the Russia-Ukraine military conflict...

Server Market Report_1Q22

2022/06/08

DRAM , AI Server/HBM/Server

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Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Server DIMM Price May 2022

2022/05/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the stalemate status from April had been carried over to May, where DRAM suppliers did not actively compromise on prices...

Server DRAM Industry Analysis-2Q22

2022/05/27

DRAM , AI Server/HBM/Server

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Regarding the state of the server DRAM market in 1Q22, the slump phase of the price cycle entered its second quarter...

Declining ASP Deteriorated 1Q22 Server DRAM Revenue by 4.4% that is Still a YoY Growth of 53.8%

2022/05/23

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices had officially shifted to a dropping tendency back in 4Q21...

1Q22 Enterprise SSD Revenue Up 14.1% from Rising Monthly Demand and Risen Urgent Order Prices by Kioxia’s Contamination

2022/05/20

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North American data centers experienced a sizable growth in purchase orders after February after the provision of partial materials had improved each month...

Server DIMM Price Apr. 2022

2022/04/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to suspend in reduction despite April marking the beginning of a traditional peak season for the industry...

Enterprise SSD Contract Price 2Q22

2022/04/22

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a significant growth is seen from enterprise SSD orders of 2Q22 with North American hyperscalers benefitting from improvement in component mismatches each quarter...

Increase in Server DRAM Prices for 4Q22 Will Be Smaller as Delays in Uptake of New CPU Platforms in Hyperscale Market Has Led to Lower-Than-Expected DDR5 Penetration Rate

2022/04/15

DRAM , AI Server/HBM/Server

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The latest investigation of the server supply chain by global market intelligence firm TrendForce has found the followings...

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