Research Reports


AI Server/HBM/Server


Server DIMM Price Aug. 2023

2023/08/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM saw an overall worse-than-expected intensity of order pulls this month due to the restriction that is the yet-to-be accomplished consensus between market participants pertaining to prices...

Enterprise SSD Fell by 24.9% in 2Q23 Revenue at Record Low US$1.5 Billion from the Drop of ASP and Quantity

2023/08/28

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, CSPs had underwent a rapid advancement in cloud infrastructure construction over the past three years under the COVID-19 pandemic...

Low Bases for YoY Comparison Will Result in Slight Growth in Memory Demand Bits for 2024 Despite Lack of Improvements in Macroeconomic Situation

2023/08/25

DRAM , NAND Flash , AI Server/HBM/Server +2

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According to the latest research from the global market research firm TrendForce, as of 2023, there has not been a notable turnaround in the global economy...

Server Market Bulletin_20230824

2023/08/24

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. TrendForce, after conducting a survey on the supply chain, has further lowered its projection on overall server shipment...

NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises

2023/08/24

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s data center business...

Southeast Asia Becomes the Main Destination in the Latest Migration of the Server Supply Chain

2023/08/21

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce has observed that US-based CSPs are leading a second migration of the server supply chain due to uncertainties caused by the COVID-19 pandemic and geopolitical tensions...

Server Shipments Further Drop to YoY -5.94% amidst Regional Economic Depletion and Persisting AI Investment

2023/08/15

DRAM , AI Server/HBM/Server

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As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...

Server Shipment Estimated to Merely Grow 2.3% YoY in 2024 under Persisting Pressure from Inflation

2023/08/11

DRAM , AI Server/HBM/Server

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According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...

Server Market Bulletin_20230810

2023/08/10

DRAM , AI Server/HBM/Server

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According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...

2H23 Dynamics of AI Server Market Forecast

2023/08/04

AI Server/HBM/Server

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1. Dynamics of AI Server Market
2. HBM Market Outlook
3. Key Takeaways