China’s push for localization boosts enterprise server demand and SSD shipments. Major vendors expand self-made products, lowering costs and increasing market share. Future localization efforts will reshape market dynamics, impacting foreign vendors’ shipments in China.
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggressively securing orders since June to ensure inventory, adopting a more open stance in price negotiations. This has led to an upward trend in Q3 contract prices and a clear shift in bargaining power towards suppliers. Uncertainty surrounding US tariff policies is also fueling short-term stocking behavior, further intensifying upward price pressure and rapidly narrowing the price gap between DDR4 and DDR5.
