Research Reports


AI Server/HBM/Server


Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

2024/03/04

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...

Server DIMM Price Feb. 2024

2024/02/29

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...

Enterprise SSD Revenue Rose by Nearly 50% for 4Q23 Due to Two Consecutive Quarters of Increase in Procurement Volume and Price Rebound

2024/02/27

NAND Flash , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs

2024/02/23

AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language models (LLMs)...

Server Market Bulletin_20240222

2024/02/22

DRAM , AI Server/HBM/Server

 PDF

This issue of server bulletin provides an update on server ODMs’ outlook towards 2024. Continuing from previous observations...

AI Server and HBM Markets plus Related Supply Chain Dynamics in 2024

2024/02/06

AI Server/HBM/Server

 PDF

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

Server DIMM Price Jan. 2024

2024/01/31

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, South Korean suppliers have been successively proposing quotes for 1Q24 contract prices recently...

Enterprise SSD Contract Price 1Q24

2024/01/26

NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, traditional off season demand from 1Q24 has not deterred suppliers’ determination in ramping up their prices expeditiously...

Server Market Bulletin_20240125

2024/01/25

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand primarily due to the subtle reduction in annual shipment...

CSPs’ Actuation of AI Servers towards AI PC to Likely Ascend LPDDR5X Development

2024/01/12

AI Server/HBM/Server

 PDF

As observed by global market intelligence firm TrendForce, CSPs, who act as essential drivers for the growth of the AI market, have been carrying on with their deployment...

Get in touch with us