Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s data center business...
Global market intelligence firm TrendForce has observed that US-based CSPs are leading a second migration of the server supply chain due to uncertainties caused by the COVID-19 pandemic and geopolitical tensions...
As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...
1. Dynamics of AI Server Market
2. HBM Market Outlook
3. Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
As indicated by the survey of global market intelligence firm TrendForce, the server industry’s on-going reduction of inventory, together with how AI-related topics are driving additional resources to the particular field...
According to TrendForce’s research, the overall economic outlook was negative at the beginning of this year. In view of this situation, North American CSPs have corrected down their annual server demand...