Research Reports


AI Server/HBM/Server


AI Server Industry Analysis-2Q23

2023/06/30

AI Server/HBM/Server

 PDF

TrendForce estimates overall AI chip shipment (including GPU, FPGA, and AISC) to arrive at 5.6 million units in 2023 under a 55% growth...

Server DIMM Price Jun. 2023

2023/06/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...

Server Market Bulletin_20230629

2023/06/29

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. As indicated by TrendForce’s latest survey on the supply chain, overall server shipment has been downward revised in projection...

Memory Price Forecast for 3Q23

2023/06/28

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that although shipments of end products for 2Q23 have increased QoQ, YoY comparisons still show declines...

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution

2023/06/20

DRAM , AI Server/HBM/Server

 PDF

Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...

As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution

2023/06/20

AI Server/HBM/Server

 PDF

Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...

Major CSPs’ Engagement in AI Server Infrastructures to Raise HBM and CoWoS Capacity by 30-40% (2023-2024) under Driver of High-End AI Chips

2023/06/15

AI Server/HBM/Server

 PDF

As indicated by TrendForce’s observations, the growth of AI servers in 2023 yielded by generated AI applications, such as ChatBOT, are seen with particularly heavy engagement from major CSPs...

Analysis on Development Trends of Liquid Cooling Technology for Data Centers

2023/06/15

AI Server/HBM/Server

 PDF

Thermal Design Power (TDP), as server chips improve in computability, is constantly surpassing the limit of power consumption amidst the incessant increase of temperature during summertime under climate change...

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

2023/06/14

AI Server/HBM/Server

 PDF

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

Server Market Bulletin_20230608

2023/06/08

DRAM , AI Server/HBM/Server

 PDF

This issue of Bulletin, after a survey on the supply chain, is adhering to a YoY depletion of 5.2% for the forecast on the server market this year...

Get in touch with us