Global market intelligence firm TrendForce has observed that US-based CSPs are leading a second migration of the server supply chain due to uncertainties caused by the COVID-19 pandemic and geopolitic...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...
Various regional smartphone markets all experienced a decline during 1H23, and the global smartphone production for the period registered a YoY drop of 13%. Now, in 2H23...
Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...
As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
1. Dynamics of AI Server Market 2. HBM Market Outlook 3. Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
Global smartphone production totaled around 270 million units for 2Q23, registering a YoY decline of 7.2% and a QoQ increase of 8.3%...
Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...
As indicated by the survey of global market intelligence firm TrendForce, 3Q23 prices are seeing a swift diminishment in reduction amidst the negotiation period...
Global market intelligence firm TrendForce reports that despite the start of the traditional peak season for the electronics market in the third quarter...
According to market research firm TrendForce, PC OEMs slightly increased their DRAM inventories to 10-14 weeks by the end of 2Q23 as they chose to stock up ahead of time...
