研究報告


AI Server/HBM/Server


TrendForce--2025 Demand Outlook – 4Q24

2024/12/12

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

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“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

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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

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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

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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

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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

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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...

HBM Market Dynamics and Forecast - 4Q24

2024/12/02

AI Server/HBM/Server

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這份全面的季度報告詳細介紹了市場趨勢、供應商比較和預測數據。它提供了關於HBM生產概覽、規格展望以及出貨量預測等分析。

2024年11月伺服器模組價格

2024/11/29

DRAM , AI Server/HBM/Server

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根據全球市場研究機構集邦科技TrendForce調查顯示,server DRAM在本月在報價上呈現兩種不同的走勢;在DDR4部分,因渠道庫存積累過高...

Server市場快訊_20241128

2024/11/28

DRAM , AI Server/HBM/Server

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本次Bulletin重點在於中系CSPs及相關enterprise OEMs市場及業者發展動態更新,並更新server需求之全年展望...

DDR5需求熱度不減,3Q24 Server DRAM營收持續攀升,季增15.6%,年增162%

2024/11/26

DRAM , AI Server/HBM/Server

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根據全球市場研究機構集邦科技TrendForce調查顯示,server DRAM市場持續受益於價格上漲和DDR5出貨增長的推動...

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