May 06, 2026
Demand for memory used in AI servers and data centers has increased as major technology companies continue expanding computing infrastructure. Yonhap News Agency also reported the
Jun 12, 2026
G.Skill blamed "unprecedented high demand from the AI industry" for increased memory prices and said, "G.Skill''s pricing reflect industry-wide
Apr 16, 2026
The AI server market is experiencing rapid expansion, driven by rising demand from cloud providers to support hyperscale environments and generative AI
Aug 21, 2025
North American CSPs'' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026,
Nov 03, 2025
Key Highlights Clear uptrend in 2026 with tighter DRAM supply and broad-based price increases, driven by CSPs accelerating data center expansion for AI workloads, boosting global
Oct 03, 2025
The increased demand for AI applications, improvements in the technology of AI, the evolution of cloud and edge computing, and big data analysis together with cost-efficient solutions
May 03, 2026
Memory suppliers continue to prioritize capacity allocation toward higher-margin AI and server products, limiting the volume of wafers released to the open market. However, wafer demand
Sep 30, 2025
According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end
Sep 25, 2025
The global AI Server Market is undergoing a monumental expansion, fundamentally driven by the explosion of Generative AI (GenAI) and Large Language Models
Mar 06, 2026
The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts.
Feb 24, 2026
Dell and Hewlett Packard Enterprise got revenue boosts from growing enterprise demand for AI-optimized servers despite the economic uncertainty raised by U.S. tariffs in the first half of the year,
Dec 20, 2025
Morgan Stanley said Dell is Wistron''s major GB200 partner and therefore, the increased Wistron rack shipment forecast bodes well for the
Feb 06, 2026
Here we have compiled 60+ latest AI compute demand statistics on spending, server growth, supply constraints, data center capex and electricity
Sep 18, 2025
Dell delivered strong 3Q results driven by AI infrastructure demand and has updated its revenue, EPS and AI server shipment guidance upwards.
Nov 27, 2025
Global semiconductor revenue is projected to exceed $1.3 trillion in 2026, exhibiting the highest growth in the last two decades, according to Gartner,
Feb 02, 2026
Soaring demand for AI data centers has ushered in a new area of growth. We explore these new opportunities for companies and investors across the value chain.
Apr 26, 2026
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
Jan 14, 2026
AI chip production is increasing demand for electronic specialty gases, especially etching gases used in advanced logic chips, HBM, and 3D NAND. China''s tungsten export controls have
Jan 09, 2026
2 AI Stocks Riding a Server Boom That''s Accelerating Faster Than Anyone Expected Micron and Intel will benefit from soaring demand for servers.
May 03, 2026
The increased forecast comes as demand for cloud services surges across the tech industry as AI services increase in popularity.
Nov 18, 2025
Dell said it expects revenue from its key artificial intelligence-optimized servers business to double in fiscal year 2027 and promised to return
Oct 05, 2025
An analysis of the 2025 RAM shortage. Learn how massive AI demand for HBM is straining the DRAM supply, leading to surging prices for PC, gaming,
Mar 27, 2026
TrendForce''s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through 2026. This momentum will fuel stronger pull
Oct 03, 2025
TrendForce''s latest MLCC industry research indicates that accelerating AI server platform upgrades and the continued volume growth of custom ASICs developed by CSPs have significantly
Dec 17, 2025
As organizations continue to accelerate their artificial intelligence capabilities, data center strategies are evolving rapidly to keep up with the
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