DRAMeXchange Market Intelligence Service - AI Server

TrendForce's AI Server Package is a comprehensive suite of reports and data resources tailored for professionals, businesses, and organizations operating in the rapidly evolving AI server and chip industry. This package is designed to provide critical information, analysis, and forecasts to help stakeholders make informed decisions, navigate market trends, and stay ahead in this competitive landscape.

The package consists of three key components:

• AI Server Datasheet (Quarterly Updated)
• Quarterly Updated AI Server Research Report (Quarterly Updated)
• Server Market Bulletin (Biweekly Updated)

Moreover, as CSP companies build LLM and AI infrastructure, there is a strong demand for high-end AI Servers (such as NVIDIA A100, H100, AMD MI300, etc.). This demand also drives the need for high-bandwidth memory (HBM) and is within the observation scope of the TrendForce AI package.

Overall, these resources provide a holistic view of the AI server and chip industry, offering both high-level market overviews and detailed analyses. This package is an essential tool for businesses and professionals seeking to excel in the AI server ecosystem, helping them make data-driven decisions, respond to market changes, and remain competitive in this fast-paced industry.

AI Server Datasheet includes:

• Analysis on Server Shipments, AI Server Shipments, and AI Server Proportion
• AI Server shipments by Major Suppliers
• Analysis on AI Server Memory (HBM & GDDR)

When analyzing AI chip shipments, AI server application ratios, major AI suppliers, and AI memory adoption, you can gather the following key insights:

AI Chip Shipments:

• Market Growth: Tracking AI chip shipments tells you if there is growing demand for AI technology.
• Market Trends: Examining the types of AI chips being shipped shows which AI technologies are popular.

AI Server Application Ratios:

• Workload Analysis: Understanding the distribution of AI server applications shows which AI uses are common.
• Resource Allocation: Analyzing server application ratios reveals how companies allocate computing resources for different AI tasks.

AI Major Suppliers Analysis:

• Market Leadership: Identifying top AI suppliers shows which companies are leading the industry.
• Competitive Landscape: Analyzing supplier strategies, innovations, and market share provides insights into the competitive AI market.

Adoption of AI Memory:

• Performance Improvement: Understanding AI memory adoption indicates its importance and impact on AI workload performance.
• Scalability: Examining how AI memory is used in large-scale AI infrastructure highlights scalability challenges.

AI Server Research Report

The report provides a comprehensive analysis and AI chips and AI Server on the differences among AI Server suppliers with respect to the main data indicators or key market trend changes as well as a forecast till 2024 on the situation of AI Server industry by quarter. (Publish time: The end of March., June, Sep., Dec.)

Server Market Bulletin

• Language: English / Chinese / Simple Chinese
• Format: PDF
• Frequency: Thursday of the published week

By simplifying the analysis of these aspects, you can gain a clearer understanding of the current state and future trends in the AI industry. This is valuable for businesses, researchers, investors, and policymakers alike.