Research Reports


AI Server/HBM/Server Research Reports


Server DIMM Price Mar. 2022

2022/03/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a downward revision in prices is seen this month as it marks the beginning of Micron’s third fiscal quarter (fiscal 3Q22)...

ARM-Based Servers Are Gradually Entering Market and Adoption Will First Gain Traction in Data Center Segment

2022/03/23

DRAM , AI Server/HBM/Server

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According to the latest research by TrendForce, the share of cloud services in IT-related procurements has grown in recent years due to the rapidly rising demand from enterprises for digital transformation solutions related to AI, HPC, etc...

2Q22 Memory Price Projections – Server Becomes Sole Support on Memory Consumption amidst Fast Weakening of Demand for Consumer Products

2022/03/22

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the recent warfare and hyperinflation have significantly subsided the purchase intensity of consumers...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 2

2022/03/17

DRAM , Wafer Foundries , AI Server/HBM/Server +1

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Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...

Server DRAM Industry Analysis-1Q22

2022/03/01

DRAM , AI Server/HBM/Server

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Buyers were relatively passive during 4Q21, the first quarter for the official initiation of contract prices in a declining cycle...

Server DIMM Price Feb. 2022

2022/02/25

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the reduction interval (quarterly decrement of 7.8%) for the contract prices of February has been predominantly established...

Server DRAM Revenue Registered Minor QoQ Increase of 0.4% for 4Q21 Thanks to Expansion of Procurements by Customers in North American Data Center Market

2022/02/22

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...

NAND Flash Suppliers’ Total Revenue from Enterprise SSD Sales Fell by 5.4% QoQ for 4Q21 as Inventory Adjustments Affected Demand

2022/02/21

NAND Flash , AI Server/HBM/Server

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TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...

Server Market Report_4Q21

2022/02/16

DRAM , AI Server/HBM/Server

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

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client

2022/02/15

DRAM , AI Server/HBM/Server

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Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...

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