With the impending arrival of the second Trump administration, the global capital market and technology sector are holding their breath in anticipation of the latest US tariffs and technology export c...
This month’s bulletin focuses on updates regarding various suppliers’ product development activities, including the qualification of HBM3e 12hi products...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
Recent market rumors have been surrounding on Google’s deferred mass production for its next-gen TPU (TPU v7). According to TrendForce’s survey...
The DRAM industry’s revenue totaled US$26.02 billion for 3Q24, marking a QoQ increase of 13.6%. This growth was driven by rising contract prices...
The NAND Flash market remains under challenges, where Capex continues to prioritize on the constructions of AI servers, which help leveling orders of enterprise SSD...
TrendForce reports that global smartphone production grew by 7% QoQ in 3Q24, driven by peak seasonality and new iPhone launches, but remained flat YoY, indicating weak demand recovery. While the Andro...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android cam...
EU, US, Japan, Korea, Taiwan, China
As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...
