Research Reports


AI Server/HBM/Server


Server DIMM Price Apr. 2025

2025/04/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, an apparent divergence was seen from prices of the server DRAM market in April...

Enterprise SSD Contract Price 2Q25

2025/04/29

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, order demand for 2Q25 is rendering complex and double-edged effects due to significant repercussions from tariffs...

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

2025/04/29

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...

HBM Industry Analysis-2Q25

2025/04/24

AI Server/HBM/Server

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Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

2025/04/17

AI Server/HBM/Server , Artificial Intelligence

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According to the latest investigation by global market intelligence firm TrendForce, the U.S. government notified NVIDIA on April 9, 2025, that export licenses are required for exporting...

Server Market Bulletin_20250417

2025/04/17

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs...

HBM Market Bulletin_20250416

2025/04/16

AI Server/HBM/Server

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The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

2025/04/09

DRAM , AI Server/HBM/Server , Artificial Intelligence

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Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

2025/04/07

DRAM , AI Server/HBM/Server , Smartphones +1

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According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...

AI Server Industry Analysis-1Q25

2025/04/01

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest research by TrendForce, global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 14.6M units, with the market value anticipated to hit...

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