AI demand and HDD supply issues spur Enterprise SSD rush orders. Suppliers significantly boost 4Q25 contract prices, anticipating sustained tight supply and further increases. AI is redefining storage...
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
HDD shortages and surging AI demand are fueling enterprise SSD scarcity. Suppliers are aggressively raising 4Q25 contract prices over twenty percent, with increases continuing as CSPs prioritize suppl...
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to li...
As indicated by the survey of global market intelligence firm TrendForce, order demand for 2Q25 is rendering complex and double-edged effects due to significant repercussions from tariffs...
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...
As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty...
TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the lon...
As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty...
US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into...
As indicated by the survey of global market intelligence firm TrendForce, North America’s establishment of AI servers upon receiving NVIDIA’s products has actuated orders for 4TB SSD...
As indicated by the survey of global market intelligence firm TrendForce, the ongoing increase of shipment for servers adopted with NVIDIA’s GPUs has catalyzed a significant elevation of demand for en...
As indicated by the survey of global market intelligence firm TrendForce, AI servers have become the focus of deployment for CSPs since last year...
As indicated by the survey of global market intelligence firm TrendForce, traditional off season demand from 1Q24 has not deterred suppliers’ determination in ramping up their prices expeditiously...
