Research Reports


AI Server/HBM/Server


Server Market Bulletin_20231228

2023/12/28

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and organizes key market demand for 2024...

Server Market Bulletin_20231214

2023/12/14

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on server ODMs and the market of key server components, as well as compiles periodic statistics on the forecasted production schedules among ODMs for 2024...

Server DRAM Industry Analysis-4Q23

2023/12/05

DRAM , AI Server/HBM/Server

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Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...

Leading CSPs to Take Greater Strides in Developing ASIC AI Servers during 2024

2023/12/05

AI Server/HBM/Server

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Forecast on ASIC AI Server Market for 2024
Dynamics of Leading CSPs’ AI Servers Infrastructures and Respective ASICs
Key Supply Chain Players of ASIC AI Market
Key Takeaways

As US Tightens Its Restrictions on Semiconductor-Related Exports to China, Chinese Companies Respond by Gradually Intensifying Efforts to Achieve Autonomy in Development of AI Chips

2023/12/01

AI Server/HBM/Server

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According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily targets semiconductor equipment...

Server DIMM Price Nov. 2023

2023/11/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for this quarter’s server DRAM contract prices are still underway, and have yet to become fully distinctive...

Server DRAM Revenue Fell by 45% YoY for 3Q23 as Demand Slump Compelled Suppliers to Capture Market Share by Slashing Prices

2023/11/30

DRAM , AI Server/HBM/Server

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According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...

Server Market Bulletin_20231130

2023/11/30

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders

2023/11/28

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...

Server Market Report_4Q23

2023/11/24

DRAM , AI Server/HBM/Server

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Global Server Market – Performance in 4Q23 and Outlook for 1Q24
Development of Server Brands and CSPs
Development of Taiwanese Server OEMs and Key Supply Chains
TRI’s View

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