Research Reports


AI Server/HBM/Server Research Reports


Outlook for 2H25 and 2026 Global AI Server Market and Supply Chain Development

2025/08/05

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

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The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a significant portion of the overall server market.

Enterprise SSD Contract Price 3Q25

2025/08/01

NAND Flash , AI Server/HBM/Server

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Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to limit future price increases, weaken supplier bargaining power, and push the market into a phase of capacity and inventory adjustment.

Server DIMM Price Jul. 2025

2025/07/31

DRAM , AI Server/HBM/Server

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Server module prices rise as CSPs drive demand; DDR4 faces tight supply and price hikes, DDR5 prices lifted by high-capacity modules. However, demand growth is expected to slow in 2026, leading to a price downturn.

HBM Industry Analysis - 3Q25

2025/07/25

AI Server/HBM/Server

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The report highlights major manufacturers' HBM capacity strategies, facility expansions, and market trends driven by AI, offering strategic insights for the industry.

Server Market Bulletin - Jul. 24, 2025

2025/07/24

DRAM , AI Server/HBM/Server , Cloud / Edge Computing +1

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US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.

2025 China Market: NVIDIA AI Chip Forecast and Supply Chain Analysis

2025/07/22

AI Server/HBM/Server , Semiconductors

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NVIDIA has resumed sales of its AI chip H20 in China, prioritizing this year's targets. TSMC's production capacity could be a bottleneck. NVIDIA will also launch the Blackwell platform RTX PRO 6000 to address diverse application needs.

2025 Global Cloud Data Center Expansion and Supply Chain Trends

2025/07/17

AI Server/HBM/Server , Semiconductors

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Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.

HBM Market Bulletin - Jul. 16, 2025

2025/07/16

AI Server/HBM/Server

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The three main HBM suppliers are enhancing technology and customization to meet AI-driven demands, with growth in collaboration expected.

NVIDIA H20 & RTX PRO Drive China’s AI Chip Market: 2025 Outlook

2025/07/15

AI Server/HBM/Server , Semiconductors

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NVIDIA H20 may resume sales to China, boosting AI GPU supply and demand for HBM and GDDR. US policy shift favors Chinese adoption of high-end AI chips. New products like RTX PRO 6000 will further support diverse AI developments.

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