The advent of Generative AI has ushered in a wave of AI-driven innovations, and introduced new opportunities to smartphones. Major brands are incorporating AI-related features into their flagship mode...
The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...
1. Overview of Global Memory Supply 2. Analysis of Mobile Memory Demand 3. Overview of the Smartphone Market 4. TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, mainstream HBM specifications have been evolving from HBM3 adopted by H100 and MI300 series...
1. Supply-side Outlook: Server DRAM and CPUs 2. Demand-side Outlook: Server Brands and CSPs 3. Server DRAM Price Trends 4. TRI's View
AI technology has become a new industry trend after OpenAI released ChatGPT, and this trend has now extended to the smartphone field. Current observations find that in-house large language models (LLM...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has recently expanded its production cut for 4Q23 to 50% in response to the weakening degree of demand...
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...
According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...
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%...
According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...
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...
Global market intelligence firm TrendForce reports that the smartphone market as a whole exhibited tepid demand in 4Q22. Global smartphone production grew by...
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...
