研究報告


AI Server/HBM/Server


Server市場快訊_20250109

2025/01/09

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...

預期在Blackwell及CSPs ASIC需求帶動下,2025年CoWoS量有機會達翻倍成長,惟尚得觀察供應實際擴產及GB Rack系統整備進度

2025/01/07

AI Server/HBM/Server

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因應客戶對GPU及CSPs ASIC等AI晶片需求持續成長,主力CoWoS供應商TSMC持續擴充產能,估計2024年其CoWoS總量達...

2024年12月伺服器模組價格

2024/12/31

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,server DRAM市場在本月呈現出明顯的分化趨勢。DDR4受制於渠道庫存過剩,即便原廠持續讓利也未能取得買方青睞...

AI Server產業分析報告-4Q24

2024/12/31

AI Server/HBM/Server

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據TrendForce最新調查,估計2024年整體Server(含AI server)出貨量達13.7 M units,產值將達...

Server市場快訊_20241226

2024/12/26

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...

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

2024/12/13

AI Server/HBM/Server

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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

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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

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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...

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