Micron

NVIDIA All-Time High in Data Center Revenue from AI Demand; TrendForce Estimates 40% AI Server Shipment Growth in 2023

May 25, 2023 | PDF

Global GPU supply leader NVIDIA announced its FY1Q24 (January 30th 2023 – April 30th 2023) financial report on May 24th, which indicates a revenue of US$7.192 billion at a QoQ increase of 19%...

Global NAND Flash Revenue for 1Q23 Showed QoQ Decline of 16.1% as Falling Demand Offset Effect of Suppliers’ Production Cuts

May 25, 2023 | PDF

According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...

To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites

Mar 31, 2023 | PDF

Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...

Plummeting Prices and Shipments Caused Largest QoQ Decline in Mobile DRAM Revenue on Record in 4Q22

Feb 22, 2023 | PDF

Global market intelligence firm TrendForce reports that the smartphone market as a whole exhibited tepid demand in 4Q22. Global smartphone production grew by...

Server DRAM Revenue Dropped 33.9% QoQ in 4Q22 under Sizable ASP Decrement

Feb 21, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...

4Q22 Enterprise SSD Revenue Fell by Nearly 30% as Contract Prices Widened to 25% in Decrement amidst Collapsing Market

Feb 21, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, enterprises have started shrinking their CapEx level in order to weather through the economic downturn as high inflation inhib...

Global DRAM Revenue Dropped Further by More Than 30% QoQ for 4Q22 as Suppliers Cut Prices to Drive Sales

Feb 20, 2023 | PDF

Global market intelligence firm TrendForce reports that global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%...

Prices of DDR3 DRAM Products Face Downward Pressure as Demand Freezes and New Production Capacity Becomes Available

Jul 05, 2022 | PDF

Global market intelligence firm TrendForce reports that network device manufacturers restarted procurement activities following the Chinese Lunar New Year holiday and released a modest amount of DRAM...

Taking Advantage of the Market Share Left by Huawei, Apple Raised iPhone Production to a Record High for 4Q21 and Thereby Contributed to the Highest QoQ Growth for 2021 at 9.5%

Feb 23, 2022 | PDF

Market intelligence firm TrendForce reports that global smartphone production came to 356 million units for 4Q21, showing a QoQ increase of 9.5%...

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client

Feb 15, 2022 | PDF

Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...

Top 10 Global SSD Module Makers Ranking for 2020

Oct 19, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the COVID-19 pandemic has resulted in various degrees of postponement for production...

Power Outage at MTTW Cost a Week’s Worth of Bit Output for the Plant and Will Lower Server DRAM Supply in 1Q21 (Vol. 3)

Dec 08, 2020 | PDF

TrendForce’s latest investigation on the power outage that occurred at Micron’s subsidiary plant MTTW on December 3 finds that the incident...

Spot Suppliers Fully Suspended Quotations amidst Damage Assessment after Power Outage (Vol. 2)

Dec 04, 2020 | PDF

Continuing from the special report released by TrendForce yesterday, the latest survey of the global market intelligence firm indicates that MTTW continues to resume operation and implement damage eva...

Micron’s Fab MTTW That Comprises Nearly 10% of Global DRAM Production Capacity Experienced Power Outage on Dec. 3(Vol.1)

Dec 03, 2020 | PDF

TrendForce reports that Micron’s subsidiary memory fab MTTW experienced a short power outage earlier this afternoon (December 3)...

Micron Helped Slightly Raise Global DRAM Revenue for 3Q20; Rising Shipments and Falling Prices Affected Performances

Nov 13, 2020 | PDF

TrendForce’s analysis of the DRAM market for 3Q20 finds that DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from the second half of August to mid-September...