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HBM Market Dynamics and Forecast - 2Q25

2025/06/05

AI Server/HBM/Server

PDF

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.

Report
Server DRAM Industry Analysis－2Q25

2025/06/04

DRAM , AI Server/HBM/Server

PDF

As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...

Report
NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

2025/05/29

AI Server/HBM/Server

PDF

Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...

Report
Server DIMM Price May 2025

2025/05/29

DRAM , AI Server/HBM/Server

PDF

As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...

Report
Server Market Bulletin_20250529

2025/05/29

DRAM , AI Server/HBM/Server

PDF

This week’s Bulletin focuses on the latest market changes and development of CSPs and enterprise OEMs...

Report
Bit Shipment Share of DDR5 Has Climbed to Around 90%, Boosting 1Q25 Server DRAM Revenue by 1.4% QoQ to US$10.688 Billion

2025/05/28

DRAM , AI Server/HBM/Server

PDF

Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...

Report
Demand Rises for DDR4 Server and PC DRAM Products as Suppliers’ EOL Plans for DDR4 Spur Significant Hikes in Contract Prices

2025/05/28

DRAM , AI Server/HBM/Server

PDF

Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...

Report
NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

2025/05/28

AI Server/HBM/Server

PDF

According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips with...

Report
Server Market Report_2Q25

2025/05/27

DRAM , AI Server/HBM/Server

PDF

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in Server Supply Chain for 2025 TRI’s View

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