2Q26 Server Market Report
Last Modified
2026-04-29
Update Frequency
Quarterly
Format
Global Server Market – Trends and Outlook for 1Q26
Key Highlights
- AI Inference Market Is Heating Up Rapidly, Driving a Significant Increase in the Demand for AI and General-Purpose Servers
- China’s AI GPU Market Shifts as Policies Push NVIDIA’s Market Share Down and Huawei’s Market Share Up
- Arrival of the AI Factory Era: ODMs Aggressively Expand from L6 to L11 and L12
- To Secure Dominance in Terms of CPO Production Capacity, NVIDIA Invests Heavily in Lumentum, Coherent, and Marvell
Table of Contents
- Analysis of Server Market Dynamics – Worldwide and China
- Dynamics of CSPs, Server OEMs (Brands), and Server ODMs
- Key Trends in Server Supply Chain for 2026
- TRI’s View
<Total Pages: 25>
Spotlight Report
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DRAM Monthly Datasheet Oct. 2026
2026/10/16
Semiconductors
EXCEL
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NAND Flash Monthly Datasheet Oct. 2026
2026/10/15
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EXCEL
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4Q26 Memory Price Forecast
2026/09/24
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PDF
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Memory Market Outlook: 2026-2027 DRAM & NAND Revenue and Capex Analysis
2026/10/01
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PDF
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DRAM Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
-
NAND Flash Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF
Server DRAM PackageRelated Reports
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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
-
NAND Flash Contract Price Aug. 2026
2026/08/31
Semiconductors
PDF