Download Report
Contact Us
Server Market Bulletin - Sep. 18, 2025
Last Modified
2025-09-18
Update Frequency
Biweekly
Format
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Key Highlights
- CSP dynamics: Google, Meta, and Microsoft push AI infra with TPU/GPU deployments.
- Oracle and OEMs: Oracle expands cloud and GPU clusters; Dell and HPE advance AI server layouts, focusing on core platforms.
- North America and China: cloud capex rises; supply chains stay active in the region, while geopolitics slow deployments in China.
- Outlook: NVIDIA-led AI servers drive growth across CSP and data-center ecosystems; global server shipments trend higher as demand sustains.
Table of Contents
- TrendForce's View
- Forecast on Global Server Shipments, 1Q24-4Q25
- CSP Dynamics
- OEM Dynamics
<Total Pages:4>
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
DRAM Contract Price Sep. 2026
2026/09/30
Semiconductors
PDF
Server Market BulletinRelated Reports
Download Report
11,000
Membership
Spotlight Report
-
DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
Semiconductors
EXCEL
-
4Q26 Memory Price Forecast
2026/09/24
Semiconductors
PDF
-
Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
Semiconductors
PDF
-
DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
DRAM Contract Price Sep. 2026
2026/09/30
Semiconductors
PDF