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

• Server CPU Trends: x86 remains dominant, but AMD is steadily gaining cloud market share. The Arm ecosystem (NVIDIA Grace, AWS Graviton) shows strong momentum, forming a second growth curve. Intel faces shipment pressure; AMD benefits from increased cloud adoption.
• Competitive Strategies: Intel defends with new platforms; AMD leverages high-core density and TCO advantages. Arm's strategy includes CSP self-development and NVIDIA's integrated AI rack solutions.
• Storage Servers: AI services drive demand for hyperscalers and new vendors, but overall shipments are revised downwards.
• CSP & Memory: U.S. CSPs are actively procuring DRAM for future demand, pulling some annual plans forward.
• SSD & DDR5: Enterprise SSD demand is strong, with North America leading large-capacity adoption and EDSFF form factor gaining share. DDR5 adoption is accelerating, driven by new CPUs and increasing CSP deployment.

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

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