This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs...
The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...
"TrendForce reports US tariff policy shifts are impacting the memory market. A 90-day grace period announced in April spurred a Q2 surge in DRAM and NAND Flash orders as buyers and sellers rushed...
According to the latest research by the global market intelligence firm TrendForce, recent adjustments in US tariff policies have caused significant fluctuations...
On April 10, the US government announced a 90-day tariff implementation grace period. As a result, TrendForce believes that memory trading momentum in...
The US announced on April 10th that countries, except for China, can enjoy a 90-day tariff pause. This particular change instantly revitalized the market that was expecting a drop...
On April 2nd, Eastern Standard Time, the US government officially announced that starting April 5th, it would impose a baseline tariff of 10% on goods imported into the US from around the world. Addit...
Last issue of the Bulletin mentioned how TSMC’s additional investment in the US has also actuated its deployment strategies in other regions of the world...
Regarding the server DRAM segment, when considering pricing for 2Q25, suppliers have suggested price hikes only within a broad framework...
Suppliers have successively unfolded negotiations for contract prices this quarter after entering 2Q25. Subsequent to SanDisk sending out notifications on...
DeepSeek’s technological innovations reduce reliance on massive computing power, but as AI applications continue to expand, long-term demand for compute resources will keep rising. Its emergence is pu...
Global market intelligence firm TrendForce reports that there is a clear trend of recovery in procurement demand. Regarding consumer electronics such as TVs and NBs...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs already agreed on 1Q25 contract prices during January and February...
As indicated by the survey of global market intelligence firm TrendForce, purchase sentiment of the server DRAM market had slightly recovered in March 2025...
Since President Trump took office, his administration has continually introduced various tariff and trade measures affecting a wide range of sectors, including raw materials, commodities, automotive p...
