TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows: 1. Server CPU Market: State of Co...
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
Contract markets show steady server but weak smartphone demand, while spot prices face pressure from cautious buyers. Edge artificial intelligence drives massive high-capacity storage needs, yet conse...
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...
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory...
Global market intelligence firm TrendForce reports that the Chinese city of Xi’an has suffered an outbreak of the Delta variant of COVID-19 recently, and the number of confirmed cases of infection wit...
