As mentioned earlier, the pace of transactions in the server DRAM segment has been relatively slow due to a lack of consensus on prices between buyers and suppliers...
NAND Flash suppliers have been aggressively raising their contract prices of wafers in order to avoid significant losses on a continuous basis...
TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...
Global market intelligence firm TrendForce reports that in 2Q23, OEMs for consumer electronics increased NAND Flash procurement demand slightly from the previous quarter...
Regional smartphone markets all experienced declines during 1H23, resulting in a YoY drop of around 13% in global smartphone production for the period...
Global market intelligence firm TrendForce reports that the total server DRAM revenue for 2Q23 came to US$2.664 billion, showing a QoQ increase of...
EU, US, Japan, Korea, Taiwan, China
Global market intelligence TrendForce reports that some rush foundry orders appeared during 2Q23. This was due to TV brands seeing their component inventories drop to a low level...
Global market intelligence firm TrendForce reports that smartphone brands were again releasing a notable amount of mobile DRAM demand in 1Q23 as they had mostly finished with their inventory adjustmen...
Contracts for 3Q23 are being finalized. The percentage of completed transactions is still relatively low in the server DRAM segment, whereas transactions are mostly done in the PC DRAM segment...
Recent focus for the contract market of mobile NAND Flash lies on the price dynamics of UFS 4.0. TrendForce noticed that clients are currently restricted in options since UFS 4.0 has become a standard...
An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-hous...
As indicated by the survey of global market intelligence firm TrendForce, CSPs had underwent a rapid advancement in cloud infrastructure construction over the past three years under the COVID-19 pande...
Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...
Negotiations for contract prices are currently stuck, particularly in the server DRAM segment. Suppliers and their clients have been unable to reach a general consensus...
