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【Market View】NVIDIA to Launch Blackwell Ultra and B200A in 2025, Increasing HBM3e 12hi Consumption to 40%, Says TrendForce
Published Aug.08 2024,14:29 PM (GMT+8)
TrendForce's latest findings on HBM report that the HBM capacity per single chip is increasing significantly with the iteration of AI chips...
【Market View】NVIDIA’s New B200A Targets OEM Customers; High-End GPU Shipments Expected to Grow 55% in 2025, Says TrendForce
Published Aug.07 2024,14:36 PM (GMT+8)
Despite recent rumors speculating on NVIDIA’s supposed cancellation of the B100 in favor of the B200A, TrendForce reports that NVIDIA is still on track to launch both the B100...
【Market View】NVIDIA Blackwell's High Power Consumption Drives Cooling Demands; Liquid Cooling Penetration Expected to Reach 10% by Late 2024, Says TrendForce
Published Jul.30 2024,14:59 PM (GMT+8)
With the growing demand for high-speed computing, more effective cooling solutions for AI servers are gaining significant attention. TrendForce's latest report on AI servers reveals...
【Market View】Memory Industry Revenue Expected to Reach Record High in 2025 Due to Increasing Average Prices and the Rise of HBM and QLC, Says TrendForce
Published Jul.22 2024,02:58 AM (GMT+8)
TrendForce’s latest report on the memory industry reveals that DRAM and NAND Flash revenues are expected to see significant increases of 75% and 77%...
【Market View】Global AI Server Demand Surge Expected to Drive 2024 Market Value to US$187 Billion; Represents 65% of Server Market, Says TrendForce
Published Jul.17 2024,14:46 PM (GMT+8)
TrendForce’s latest industry report on AI servers reveals that high demand for advanced AI servers from major CSPs and brand clients is expected to continue in 2024...
【Market View】AI Server and AI Notebook Hardware Upgrades Drive Demand for High-Capacitance MLCCs, Boosting Average Supplier Prices, Says TrendForce
Published Jul.10 2024,15:45 PM (GMT+8)
The AI hardware boom is in full swing: TrendForce reports that the first half of this year witnessed a robust increase in AI server orders. Looking ahead, the latter half of the year promises more to come as NVIDIA’s Blackwell GB200 servers and WoA AI-powered notebooks hit mass production and begin shipping in Q3...
【Market View】Demand from AMD and NVIDIA Drives FOPLP Development, Mass Production Expected in 2027–2028, Says TrendForce
Published Jul.03 2024,14:19 PM (GMT+8)
In 2016, TSMC developed and named its InFO FOWLP technology, and applied it to the A10 processor used in the iPhone 7. TrendForce points out that since then...
【Market View】Upstream Supply Chain Replenishment and Increased Demand Drive Global Server Shipment Growth by 4–5% in Q3, Says TrendForce
Published Jul.01 2024,14:11 PM (GMT+8)
TrendForce reveals that although the overall environment this year has been impacted by AI budget constraints—leading to slower-than-expected growth for general...
【Market View】Q3 Contract Prices of NAND Flash Products Constrained by Increased Production and Lower End-User Demand; Estimated to Rise by 5–10%, Says TrendForce
Published Jun.28 2024,02:39 AM (GMT+8)
TrendForce reports that while the enterprise sector continues to invest in server infrastructure—especially with the rising adoption of AI driving demand for enterprise SSDs...
【Market View】Demand for Servers to Support Second Half of the Year; DRAM Prices Expected to Increase by 8–13% in Q3, Says TrendForce
Published Jun.27 2024,05:53 AM (GMT+8)
TrendForce reports that a recovery in demand for general servers—coupled with an increased production share of HBM by DRAM suppliers—has led suppliers to maintain their stance on hiking prices...
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