Research Reports

Research Reports

Opportunities in Markets for PSUs and Liquid Cooling Solutions Generated by Rapid Growth of AI Servers

Last Modified

2023-06-14

Update Frequency

Aperiodically

Format

PDF

Overview

1. Projection on Development of AI Server Market 2. Comparison of AI Servers and Convention Servers in Terms of Energy Consumption 3. Development Trends in Higher-Spec PSUs and Liquid Cooling Solutions 4. Common Liquid Cooling Solutions for Data Centers 5. Recent Observations on Adoption of Liquid Cooling Solutions Among Server Manufacturers

Spotlight Report

AI Server PackageRelated Reports

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NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

2024/04/11

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Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

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Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM

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HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM

PDF

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USD $40,000

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AI Server Package

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Opportunities in Markets for PSUs and Liquid Cooling Solutions Generated by Rapid Growth of AI Servers

Overview

Spotlight Report

DRAM Monthly Datasheet Apr. 2024

NAND Flash Monthly Datasheet Apr. 2024

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

DRAM Contract Price Feb. 2024

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

AI Server PackageRelated Reports

2024 AI Server and HBM Market Dynamics and Forecast

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2024

NAND Flash Monthly Datasheet Apr. 2024

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

DRAM Contract Price Feb. 2024

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

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Opportunities in Markets for PSUs and Liquid Cooling Solutions Generated by Rapid Growth of AI Servers

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Overview

Spotlight Report

DRAM Monthly Datasheet Apr. 2024

NAND Flash Monthly Datasheet Apr. 2024

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

DRAM Contract Price Feb. 2024

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

AI Server PackageRelated Reports

2024 AI Server and HBM Market Dynamics and Forecast

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2024

NAND Flash Monthly Datasheet Apr. 2024

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

DRAM Contract Price Feb. 2024

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility