Research Reports


AI Server/HBM/Server


Server DIMM Price Dec. 2021

2021/12/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices are seeing a continuous reduction in December...

DRAM Longer Term Projection_4Q21

2021/12/28

DRAM , AI Server/HBM/Server

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TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

Cloud Migration Continues to Drive Growth of Hyperscale Data Centers and Spurs Server OEMs to Enter Cloud Service Market

2021/12/14

DRAM , AI Server/HBM/Server

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The latest research by global market intelligence firm TrendForce finds that the current data center deployment demand is about three times larger in scale when compared with the wave of data center deployment demand from...

Better-Than-Expected NB Production to Slightly Lower Buyer Inventory and Diminish 1Q22 Price Reduction

2021/12/06

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the total production of NB for 4Q21 has exceeded the initial expectation of TrendForce...

Server Market Report_3Q21

2021/12/02

DRAM , AI Server/HBM/Server

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Dynamics of Server Market in 3Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Topics and Trends in Server Market
Conclusion and TRI’s View

Server DRAM Industry Analysis-4Q21

2021/11/30

DRAM , AI Server/HBM/Server

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A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...

Server DIMM Price Nov. 2021

2021/11/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM contract prices have once again...

Two Consecutive Rise in Enterprise SSD Capacity Purchase Yields 22.4% QoQ Revenue Growth for 3Q21 in SSD

2021/11/23

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a thriving level of order dynamics was seen for two consecutive quarters among hyperscalers in 3Q21 as the new platforms...

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements

2021/11/15

DRAM , AI Server/HBM/Server

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The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncertainties in the supply chain...

Development of HBM and CXL in the Age of AI, Vol. 1

2021/11/02

DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the incorporation of HBM (High Bandwidth Memory) and CXL (Compute Express Link) has received additional attention recently from the support of the x86 platform in the future...

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