Dell, HPE, Lenovo, and Supermicro are riding record AI server demand, but winning enterprise customers requires more than just Nvidia chips. projects the global AI server market wa...
Guide Cloud AI platforms like AWS, Microsoft Azure, and Google Cloud, enable businesses to deploy sophisticated AI models without the need for specialized in-house
Guide Manufacturers of high-performance AI servers are not only experiencing significantly increased demand now, but they are also rushing to deploy robots and other autonomous systems into their product to
Guide Ibiden achieved record earnings as strong demand for high-end IC package substrates offset significant impairment losses on PC-related assets.
Guide AI server demand—driven by data center consumption—will stand out as the sole growth engine, while end products such as smartphones,
Guide Servers now account for 60%-70% of memory demand, up from around 30% before the AI boom, according to analysts at Jefferies.
Guide TrendForce''s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through
Guide DIGITIMES Research has upwardly revised the 2024 shipment forecasts for high-end AI servers and general AI servers to increase year-on-year by 182.6% and 54.2%, respectively,
Guide Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry sources said the rising cost of copper-clad
Guide AI server PCB demand fuels fierce CCL material supply battle High-end PCB materials shortage looms as AI demand outpaces capacity
Guide DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling
Guide It''s projected that AI servers will climb to about a 41.5% YoY growth in 2024, to meet the strong demand of CSPs and OEMs generative AI training and inference application.
Guide In terms of high-end AI server shipments from manufacturers in 2024, Inventec, which had strong results in 2023, is expected to lead in L6 (server
Guide The semiconductor industry is navigating a high-stakes paradox in 2026. While soaring artificial intelligence-driven demand is pushing revenues to
Guide Explore how AI data centers triggered the 2024–2026 DRAM, NAND, and HBM crunch, reshaping pricing, supply, and legacy memory availability. Through 2028+ AI era!
Guide The explosion in interest in generative artificial intelligence has resulted in an arms race to develop the technology, which will require many high
Guide Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia''s B300 chips now fetching scarcity-driven premiums that reflect
Guide In late 2025, the global semiconductor ecosystem is experiencing an unprecedented memory chip shortage with knock-on effects for the device
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Guide Register for FREE AI ICT manufacturing IT + CE 2026 AI server demand earnings efficiency high-end materials niche production profit revenue shipments
Guide SK hynix has announced record quarterly earnings in Q3 2025 following strong demand for AI memory products including HBM and high-performance server products.
Guide AI Server Market Update: Vendors Shift from Silicon to Services Dell, HPE, Lenovo, and Supermicro are riding record AI server demand, but winning enterprise customers requires more
Guide Nvidia''s high-end B300 AI servers are now selling for about $1 million in China, nearly double their US price, as tighter US export controls and smuggling crackdowns choke grey-market
Guide Prices for Nvidia''s high-end B300 AI servers in China have surged to about $1 million each, nearly double late last year, as U.S. export controls and smuggling crackdowns choke supply.
Guide The demand for AI servers in the Asia Pacific is expected to be the fastest growing and is anticipated to register a lucrative CAGR from 2026 to 2033. The region''s
Guide The AI server market is experiencing rapid expansion, driven by rising demand from cloud providers to support hyperscale environments and generative AI workloads.
Guide Here we have compiled 60+ latest AI compute demand statistics on spending, server growth, supply constraints, data center capex and electricity
Guide In 2026, global shipments of high-end AI servers are expected to reach 1.49 million units. According to DIGITIMES'' forecast, the AI server market demand will remain
Guide Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand Nvidia weighs CCL performance and cost for VR
Guide TrendForce''s latest industry report reveals a sustained high demand for advanced AI servers from major cloud service providers (CSPs) and brand
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