Research Reports

4Q25 Server Diamond Datasheet

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Last Modified

2025-12-31

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Update Frequency

Quarterly

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Format

EXCEL


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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.

Key Highlights

  • CPU Trends: x86 leads, but AMD gains share via cloud/AI. Intel faces transition hurdles, while Arm grows through NVIDIA and CSP in-house chips.
  • Storage: AI boosts emerging vendors and high-capacity SSDs. US CSPs drive momentum, speeding up the shift to PCIe 5.0 and EDSFF.
  • Memory: CSPs aggressively procure memory, with US firms prioritized. DDR5 becomes mainstream, phasing out legacy specs.

Table of Contents

  1. Index
  2. Intel Server/Workstation CPU Units Shipment
  3. AMD Server/Workstation CPU Units Shipment
  4. Arm Server/Workstation CPU Units Shipment
  5. Storage Server Shipment
  6. Hyperscaler Server Units
  7. Hyperscaler Server CPU Usage Mix
  8. Hyperscaler Server Barebone (L6) Portion (%)
  9. China Hyperscaler Server Set (L10) Portion (%)
  10. Hyperscaler RDIMM Consumption
  11. Hyperscaler SSD Consumption
  12. ESSD Form Factor Breakdown
  13. ESSD Interface Breakdown
  14. Server DRAM & SSD Consumption Mix
  15. DDR5 RDIMM & Enterprise SSD PCIe 5.0 Adoption
  16. US Data Center
  17. CN Data Center


<Total Pages: 17>

 





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