Research Reports


AI Server/HBM/Server Research Reports


Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

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As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Server DIMM Price Sep. 2022

2022/09/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a comprehensive market consensus has yet to be attained for server DRAM prices having arrived at the end of 3Q22...

Prices of Server DRAM and Enterprise SSDs Will Experience Significant Downward Corrections in 2023 as Growth Slows in Server Market

2022/09/27

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the COVID-19 pandemic caused tight supply in the server supply chain in the past few years...

Development of HBM and CXL in the Age of AI, Vol. 2

2022/09/21

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, CXL (Compute Express Link) as a memory standard has been in continuous development since it was announced three years ago...

TrendForce’s 4Q22 Memory Price Projection: Inventory Pressure Concentrates on Suppliers as Demand from Consumer Applications Remain Weak; Price Decline Will Widen in 4Q22

2022/09/19

DRAM , NAND Flash , AI Server/HBM/Server

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According to the latest research from global market intelligence firm TrendForce, the development of the global memory market in 4Q22 will be an extension of the situation in 3Q22...

Server Market Report_2Q22

2022/09/07

DRAM , AI Server/HBM/Server

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Annual and Quarterly Dynamics of Server Market in 2022 and 2H22 Outlook
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 Aug. 2022

2022/08/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, there has been no significant reduction in buyers’ inventory, and server DRAM, regarded as an oversupplied material...

Server DRAM Industry Analysis-3Q22

2022/08/25

DRAM , AI Server/HBM/Server

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Shipments of whole servers were relatively strong and stable in 2Q22. Hence, compared with the markets for other kinds of end products, the server market had a better peformance during this period...

Server DRAM Revenue Rose by 9.3% QoQ for 2Q22; Suppliers Significantly Boosted Sales as Server Market Remained Stable

2022/08/22

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the contract trading of server DRAM products in 1Q22 showed substantial price declines...

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