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...
1. Server Market: Review of 1Q23 and 2Q23 2. Developments of Server OEMs and Cloud Service Providers (CSPs) 3. OEMs’ and CSPs’ Relations with Taiwan ODMs 4. Key Server Market Topics and Trends 5....
Values of AI servers and corresponding computing cores GPGPU (General-Purpose Computing on Graphics Processing Unit) in parallel computing as LLM (Large Language Model), which excels in NLP (Natural L...
In 1Q23, the global economy was still affected by continuing inflation; and the server market, which had previously been relatively robust...
As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on...
According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...
As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
Global market intelligence firm TrendForce reports that in 4Q22, smartphone brands were hoping that the promotional activities related to the year-end holiday season and...
CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...
Shipments of whole servers were relatively strong and stable in 2Q22. Hence, compared with the markets for other kinds of end products, the server market had a better peformance during this period...
Regarding the state of the server DRAM market in 1Q22, the slump phase of the price cycle entered its second quarter...
Buyers were relatively passive during 4Q21, the first quarter for the official initiation of contract prices in a declining cycle...
A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...
A retrospect on the 2Q21 market status indicates that server OEMs had amplified on the purchase intensity of server DRAM from the concern over how component gaps would affect the shipment of completed...
