研究報告


AI Server/HBM/Server


2024年12月DRAM每月數據

2024/12/16

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce為您提供一個完整的DRAM產業分析,成本分析和價格預測。

2024年12月DRAM每月數據

2024/12/16

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce為您提供一個完整的DRAM產業分析,成本分析和價格預測。

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

2024/12/13

AI Server/HBM/Server

 PDF

2023-2028F Global AI Server Market Supply and Demand Analysis
2023-2028F Forecast for Global AI Server Market
Future Trends and Outlook for Key AI Server Supply Chain Development
Key Takeaways

HBM市場快訊_20241213

2024/12/13

AI Server/HBM/Server

 PDF

本月Bulletin著重更新各供應商產品開發動態,包括HBM3e 12hi產品認證、16hi堆疊製程技術開發、HBM4e量產時程...

TrendForce--2025 Demand Outlook – 4Q24

2024/12/12

AI Server/HBM/Server , LCD , OLED +6

 PDF

“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is an integration of their research expertise, and provides the followings: (1) Market Status; (2) Industry Dynamics; and (3) Industry Trends. This report aims to help members grasp on market dynamics, manage investment risks, and formulate business strategies by offering valuable forecasts on the industry.

Content:

1. AI Servers
2. Servers
3. Wearables
4. Notebooks
5. Monitors
6. Smartphones
7. Automotive Applications
8. Tablets
9. Televisions

Server市場快訊_20241212

2024/12/12

DRAM , AI Server/HBM/Server

 PDF

本期的Server Bulletin更新了有關Server ODM、CPU和GPU的最新動態,並輔以server散熱供應鏈的更新...

美國政府對墨西哥加徵進口關稅影響有限

2024/12/09

DRAM , AI Server/HBM/Server

 PDF

美國下任總統Donald John Trump於2024/11/26當選時宣布,預計於2025/1/20正式就職的首日將立即簽署行政命令...

Server DRAM產業分析報告-4Q24

2024/12/09

DRAM , AI Server/HBM/Server

 PDF

以當前市況而言,server整機需求開始逐季回暖,3Q24開始,主要受CSP新平台量產能有所提升...

NVIDIA GB200整櫃式系統方案4Q24-1Q25恐有出貨遞延風險,預期2Q-3Q25待供應鏈整備後始漸起量

2024/12/06

AI Server/HBM/Server

 PDF

據全球市場研究機構集邦科技TrendForce觀察,自2023年ChatGPT帶動GenAI市場熱潮後,NVIDIA在GPU AI市場領先地位日愈明顯...

美國管制對中國HBM直接出口,壓抑中國ASIC發展

2024/12/03

AI Server/HBM/Server

 PDF

美國商務部(Department of Commerce)旗下的BIS (Bureau of Industry and Security)於12/2發布新一波對中國半導體出口管制措施,內容主要包括...

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