Research Reports


AI Server/HBM/Server


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...

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...

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