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2024 AI Server and HBM Market Dynamics and Forecast

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Last Modified

2024-05-02

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Update Frequency

Aperiodically

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Format

PDF

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Overview

2024 AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways

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AI Server PackageRelated Reports

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

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2024/05/13

DRAM

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PDF

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

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2024/04/30

AI Server/HBM/Server

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PDF

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

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2024/04/11

AI Server/HBM/Server

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PDF

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

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2024/04/04

DRAM

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PDF

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

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2024/04/03

DRAM

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PDF

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

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2024/03/05

DRAM

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