Research Reports


AI Server/HBM/Server


NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises

2023/08/24

AI Server/HBM/Server

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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...

Southeast Asia Becomes the Main Destination in the Latest Migration of the Server Supply Chain

2023/08/21

DRAM , AI Server/HBM/Server

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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...

Server Shipments Further Drop to YoY -5.94% amidst Regional Economic Depletion and Persisting AI Investment

2023/08/15

DRAM , AI Server/HBM/Server

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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...

Server Shipment Estimated to Merely Grow 2.3% YoY in 2024 under Persisting Pressure from Inflation

2023/08/11

DRAM , AI Server/HBM/Server

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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...

Server Market Bulletin_20230810

2023/08/10

DRAM , AI Server/HBM/Server

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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...

2H23 Dynamics of AI Server Market Forecast

2023/08/04

AI Server/HBM/Server

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1. Dynamics of AI Server Market
2. HBM Market Outlook
3. Key Takeaways

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients

2023/08/04

AI Server/HBM/Server

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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...

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients

2023/08/04

DRAM , AI Server/HBM/Server

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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...

Server DIMM Price Jul. 2023

2023/07/31

DRAM , AI Server/HBM/Server

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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...

Enterprise SSD Contract Price 3Q23

2023/07/31

NAND Flash , AI Server/HBM/Server

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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...

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