研究報告


AI Server/HBM/Server 研究報告


大型CSPs積極建置AI Server基礎設施,預期2023-2024年在高階AI晶片帶動下,對HBM及CoWoS產能需求有望提升3-4成

2023/06/15

AI Server/HBM/Server

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根據全球市場研究機構集邦科技TrendForce觀察表示,2023年由ChatBOT等生成式AI應用帶動AI伺服器成長熱潮...

資料中心液冷技術發展趨勢分析

2023/06/15

AI Server/HBM/Server

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伴隨氣候變遷引發夏季氣溫不斷攀升,加上近年人工智慧(Artificial Intelligence,AI)模型訓練(Model Training)龐大需求仰賴雲端加速運算...

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

2023/06/14

AI Server/HBM/Server

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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市場快訊_20230608

2023/06/08

DRAM , AI Server/HBM/Server

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根據供應鏈調查,本期server針對5.2%的年衰退仍予維持看法;主板生產規模未顯著變動,同時觀察美系CSPs如Meta、AWS原預計2H23導入新CPU平台多有延遲...

NVIDIA整合自家Arm CPU+GPU打造DGX GH200整體解決方案,未來將再積極拓展雲端AI事業版圖

2023/06/01

DRAM , AI Server/HBM/Server

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根據全球市場研究機構集邦科技TrendForce觀察表示,AI領先業者NVIDIA在2023年COMPUTEX國際展會中,主要值得關注要點為...

Server DRAM產業分析報告-2Q23

2023/05/31

DRAM , AI Server/HBM/Server

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回顧1Q23市況,全球經濟仍面臨持續性通膨,過往暢旺的server 市場開始大幅收斂;不僅在OEMs發生砍單的消息...

2023年5月伺服器模組價格

2023/05/31

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,雖然已步入2Q23中旬,但server DRAM價格並未全面取得市場共識...

淡季需求低迷刺激原廠競價銷售,1Q23 Server DRAM營收季減45.9%,年減71.6%

2023/05/26

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,1Q23 server DRAM營收規模呈現季衰退...

1Q23 Enterprise SSD需求受客戶庫存調整及淡季效應明顯衰退,合約價平均跌幅超過15%,原廠該類別營收季跌近五成

2023/05/26

NAND Flash , AI Server/HBM/Server

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全球市場研究機構集邦科技TrendForce調查顯示,1Q23 enterprise SSD的採購力道因通膨壓抑了今年的資本支出,在經濟衰退的氛圍下導致北美訂單不振...

Dynamics of AI Server Market

2023/05/26

DRAM , AI Server/HBM/Server

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1. Forecast on Global Server Market
2. Development Dynamics of AI Server Applications
3. Major Chip Suppliers and Shipment Ratio of AI Servers
4. Global Shipment and Estimated Ratio Changes of AI Servers
5. Memory Solutions for AI Servers
6. Major Server Manufacturers’ Latest Activities in AI Server Segment

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