Research Reports


AI Server/HBM/Server


Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

2023/11/22

AI Server/HBM/Server

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TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerated the deployment of digital infrastructure...

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024

2023/11/20

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...

Server Market Bulletin_20231116

2023/11/16

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 well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...

Forecast on Dynamics of AI Server and HBM Markets in 2024

2023/11/06

AI Server/HBM/Server

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Forecast on AI Server Market in 2024
Developments in AI Server Supply Chain
Market Outlook for HBM Solutions Used in AI Servers
Key Takeaways

Server Market Bulletin_20231102

2023/11/02

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 DIMM Price Oct. 2023

2023/10/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers had attempted to trigger a rebound on contract prices for server DRAM this quarter by implementing an average QoQ growth of 5-10% for DDR4 quotations...

Enterprise SSD Contract Price 4Q23

2023/10/30

NAND Flash , AI Server/HBM/Server

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According to the latest survey of the enterprise SSD market by global market intelligence firm TrendForce, the demand side has seen positive developments. In China, domestic telecom companies have confirmed their tenders for 1Q24...

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...

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