Research Reports


AI Server/HBM/Server


Server DRAM Industry Analysis-1Q24

2024/03/11

DRAM , AI Server/HBM/Server

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The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

Server Market Bulletin_20240307

2024/03/07

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM , NAND Flash , AI Server/HBM/Server

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According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...

Server Market Report_1Q24

2024/03/05

DRAM , AI Server/HBM/Server

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Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024
Analysis of the Global Server Market
Server Suppliers’ Strategies and Recent Activities
Key Orientations of Server Market
TRI’s View

Adoption of Domestically Sourced Chips Will Grow in Chinese AI Market during 2024 Due to US Export Control Rules

2024/03/05

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the recently released report on NVIDIA’s financial results for FY4Q24 showed stellar performance, with the total revenue for the reporting period growing by 265% YoY...

Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

2024/03/04

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...

Server DIMM Price Feb. 2024

2024/02/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...

Enterprise SSD Revenue Rose by Nearly 50% for 4Q23 Due to Two Consecutive Quarters of Increase in Procurement Volume and Price Rebound

2024/02/27

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs

2024/02/23

AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language models (LLMs)...

Server Market Bulletin_20240222

2024/02/22

DRAM , AI Server/HBM/Server

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This issue of server bulletin provides an update on server ODMs’ outlook towards 2024. Continuing from previous observations...

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