1. Supply-side Outlook: Server DRAM and CPUs 2. Demand-side Outlook: Server Brands and CSPs 3. Server DRAM Price Trends 4. TRI's View
The total smartphone production for 1H23 showed a 10-year low due to the weak global economy and excess channel inventory...
Market participants had started unfolding the negotiations for their 1Q24 contract prices since December last year, as indicated by the survey of global market intelligence firm TrendForce...
Global market intelligence firm TrendForce reports that the top three DRAM suppliers are now experiencing an easing of inventory pressure as customers in the PC and server application segments...
Global market intelligence firm TrendForce reports that as the DRAM market enters 2024, suppliers and buyers have already been actively negotiating their 1Q24 contracts since the end of the preceding...
As indicated by the survey of global market intelligence firm TrendForce, South Korean suppliers have been successively proposing quotes for 1Q24 contract prices recently...
The DRAM market is gradually recovering, and growth is especially noticeable in the application segments related to consumer electronics...
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds...
Due to suppliers aggressively raising quotes, contract prices have risen further despite weak demand. The mobile DRAM segment has seen a QoQ price hike of 20%...
Now, in 1Q24, there have been rumors of order cuts in the smartphone market. Even though smartphone brands have not adjusted their device production plans...
Following up on the projection made in last week, TrendForce’s latest survey currently finds no completed contract transaction...
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21...
Now, at the start of 1Q24, negotiations are still ongoing for quarterly contracts, and transaction prices have yet to be finalized...
Smartphone brands are generally optimistic about their smartphone production plans for 1Q24, and this view is also reflected in the energetic stocking of key components...
In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
