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2025 Global Cloud Data Center Expansion and Supply Chain Trends

2025/07/17

AI Server/HBM/Server , Semiconductors

PDF

Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.

Report
HBM Market Bulletin - Jul. 16, 2025

2025/07/16

AI Server/HBM/Server

PDF

The three main HBM suppliers are enhancing technology and customization to meet AI-driven demands, with growth in collaboration expected.

Report
NVIDIA H20 ＆ RTX PRO Drive China’s AI Chip Market: 2025 Outlook

2025/07/15

AI Server/HBM/Server , Semiconductors

PDF

NVIDIA H20 may resume sales to China, boosting AI GPU supply and demand for HBM and GDDR. US policy shift favors Chinese adoption of high-end AI chips. New products like RTX PRO 6000 will further support diverse AI developments.

Report
DRAM Monthly Datasheet Jul. 2025

2025/07/15

Semiconductors , DRAM +6

EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Report
3Q25 HBM Datasheet

2025/07/11

AI Server/HBM/Server

EXCEL

With our expertise in the memory market, this provides a comprehensive analysis and forecast on HBM market share, ASP, wafer capacity, demand consumption, etc.

Report
Server Market Bulletin - Jul. 10, 2025

2025/07/10

DRAM , Cloud / Edge Computing +2

PDF

This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPUs, with rising cooling needs. Geopolitical risks still impact the outlook.

Report
AI ASIC Market Outlook: 2025 Global Industry and Technology Analysis

2025/07/09

AI Server/HBM/Server , Semiconductors

PDF

The AI ASIC market is rapidly expanding, with TPUs shifting from internal use to external commercialization due to their energy efficiency and customization. Leading cloud and tech firms actively develop in-house ASICs to reduce costs and supply risks, driving AI hardware toward high performance, low power, and diverse applications, becoming the main accelerator after GPUs.

Report
MRDIMM Server Memory Outlook: Driving AI & HPC Trends

2025/07/09

DRAM , AI Server/HBM/Server +1

PDF

MRDIMM addresses high-core CPU and AI needs, enhancing memory efficiency, but standards, cost, and support limit adoption.

Report
AI Server Industry Analysis - 2Q25

2025/06/30

Cloud / Edge Computing , Artificial Intelligence +1

PDF

In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward HBM4 in 2026.

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