Research Reports


AI Server/HBM/Server Research Reports


Demand Rises for DDR4 Server and PC DRAM Products as Suppliers’ EOL Plans for DDR4 Spur Significant Hikes in Contract Prices

2025/05/28

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

2025/05/28

AI Server/HBM/Server , Artificial Intelligence

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According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips with...

Server Market Report_2Q25

2025/05/27

DRAM , AI Server/HBM/Server

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Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in Server Supply Chain for 2025
TRI’s View

NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chain

2025/05/21

AI Server/HBM/Server , Artificial Intelligence

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According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...

Hybrid Bonding Technology Heralds a New Era in Advanced Semiconductor Packaging

2025/05/21

NAND Flash , Wafer Foundries , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, for decades, Moore's Law has driven the exponential growth of the semiconductor industry...

Server Market Bulletin_20250515

2025/05/15

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

HBM Market Bulletin_20250515

2025/05/15

AI Server/HBM/Server

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In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...

Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

2025/05/09

AI Server/HBM/Server

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As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

2025/05/07

Wafer Foundries , AI Server/HBM/Server , Artificial Intelligence

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For decades, the semiconductor industry has thrived by adhering to Moore’ Law, achieving rapid development through the continuous miniaturization of transistors...

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