Trends in Global and Chinese Server Markets Rise of AIGC-Related Applications Is Driving Demand for AI Servers Key Trends in Server Market for 2H23 TRI’s View
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...
The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server...
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 smartphone brands were again releasing a notable amount of mobile DRAM demand in 1Q23 as they had mostly finished with their inventory adjustmen...
Global market intelligence firm TrendForce reports that regional smartphone markets as a whole entered a period of decline during 1H23. Hence, global smartphone production fell again by...
