Research Reports


AI Server/HBM/Server


Server Market Bulletin_20231019

2023/10/19

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on ODMs’ development in the server and AI market. As indicated by TrendForce’s survey on the supply chain...

Latest Update to US Export Control Rules Expected to Affect Development of Midrange and High-End AI Servers in China as They Target Supply of Advanced AI Computing Chips

2023/10/18

Wafer Foundries , AI Server/HBM/Server

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According to the latest research by the global market intelligence firm TrendForce, the US Department of Commerce implemented a comprehensive range of export controls on semiconductor manufacturing equipment of certain specifications...

Server DIMM Price Sep. 2023

2023/09/28

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices for 3Q23 were predominantly established earlier this month at an overall leveled performance to that of August, with a QoQ drop of 3-8% in most products...

Server Market Bulletin_20230921

2023/09/21

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...

Server Market Report_3Q23

2023/09/13

DRAM , AI Server/HBM/Server

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Trends in Global and Chinese Server Markets
Rise of AIGC-Related Applications Is Driving Demand for AI Servers
Key Trends in Server Market for 2H23
TRI’s View

Server Market Bulletin_20230907

2023/09/07

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 indicated by TrendForce’s survey on the supply chain...

CSPs and HPC AI Applications to Play Vital Roles in Shaping AI Server Market during 2023~2024

2023/09/07

AI Server/HBM/Server

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The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server shipments during 2022-2026. By 2026, major CSPs are forecasted to account for 76% of the annual total shipments of high-end AI servers...

Server DRAM Industry Analysis-3Q23

2023/09/05

DRAM , AI Server/HBM/Server

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TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...

Total Server DRAM Revenue for 2Q23 Showed QoQ Increase of 10.9% and YoY Decline of 71.6% as Suppliers Slashed Prices to Gain Market Share

2023/09/04

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the total server DRAM revenue for 2Q23 came to US$2.664 billion, showing a QoQ increase of...

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...