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Geopolitical risks and product EOL spur DRAM price hikes, DDR4 outpaces DDR5. Micron's tech and AI strength boost HBM, tighten supply.
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.
This report analyzes the DRAM market, with limited growth expected for DDR5 in the contract segment and strong demand for DDR4 in the spot market, influenced by U.S. major manufacturers' supply agreements. NVIDIA's developments have become a focal point, with adjustments in supply chain and product forecasts, and there may be a gap between the actual shipments of RTX PRO 6000D and current market expectations.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...
The DRAM industry generated US$27.01 billion in revenue for 1Q25, marking a QoQ decline of 5.5%...
As indicated by the survey of global market intelligence firm TrendForce, PC OEMs are exhibiting increasingly strong intention in ensuring the availability of their products...
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
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