As indicated by the survey of global market intelligence firm TrendForce, traditional off season demand from 1Q24 has not deterred suppliers’ determination in ramping up their prices expeditiously...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand primarily due to the subtle reduction in annual shipment.....
In terms of capacity changes for 2024, Samsung Foundry is focusing on advanced nodes of 5nm and below for expansions this year, which are however constrained due to...
This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4...
As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if...
The annual global server shipments (including all types) are projected to drop by around 6% YoY for 2023...
