💾 Server DRAM Isn't Safe Either: HBM's Crowd-Out Effect Is Not Easing. Cloud titans' aggressive AI infrastructure expansion continues to drive demand for HBM, server DRAM, and SOCAMM into 2027. With top suppliers prioritizing HBM in capacity allocation, the crowd-out effect has grown severe, leaving server DRAM supply increasingly constrained. TrendForce forecasts supply bit growth of just 24% in 2027, well short of market demand, sustaining a DRAM shortage throughout the year. Decode the 2027 DRAM deficit 👉 Explore the memory hierarchy shift 📖 #TrendForce# #SelectedTopics#

💡 Memory Is Buckling Under KV Cache Demand, Two Fixes Are in Play. Surging KV Cache demand against constrained memory supply created severe bottlenecks. Penguin Solutions, Marvell, and Meta are deploying CXL-based solutions to expand addressable memory capacity, while NVIDIA's KVTC and Google's TurboQuant compress demand from the other side. Get the full analysis 👉 Explore the memory bottleneck breakdown 📖 #TrendForce# #SelectedTopics#

🖥️ NVIDIA Rubin: Four Simultaneous Hardware Overhauls Liquid cooling shifts from premium to baseline. Power architecture moves to 800V HVDC. PCBs scale to 20+ layer HDI with cable-less designs. Copper yields to CPO at the interconnect. Every layer of the AI server stack is changing at once. Inside the Rubin-era hardware and supply chain transition 👉 #TrendForce# #SelectedTopics#

📡 US Export Controls Cover the Whole AI Data Center Stack US export controls now cover the full AI data center stack — from GPU clusters and HBM to optical modules, CPO, and Ethernet switches. Out-of-China capacity and supply chain traceability are entry requirements for North American customers, not differentiators. As supply chains restructure globally, who stands to gain? 👉 #TrendForce# #SelectedTopics#