Revisions for purchase orders of consumer products are ongoing, where end clients, due to the weak momentum in the supposedly peak season...
Market intelligence firm TrendForce reports that inventory levels are rising as the peak-season demand has been underwhelming. Based on NB ODM’s estimations...
According to the latest research by global market intelligence firm TrendForce, most DRAM suppliers and PC OEMs settled 4Q24 contract prices in October...
The global economic outlook remains uncertain. In the US, despite Federal Reserve initiating interest rate cuts starting in September, the labor market continues to stay robust, pushing the country’s...
This week’s Bulletin provides an update on the respective market of US CSPs and corresponding enterprise OEMs...
Global market intelligence firm TrendForce reports that demand for consumer DRAM products remains closely linked to the general economic environment...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for the server market are expected to grow by 3-8% after entering 4Q24 primarily thanks to the strong demand f...
As indicated by the survey of global market intelligence firm TrendForce, SLC and MLC packaged dies, aside from having been affected by the drop of TLC prices...
TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...
TrendForce forecasts a 25% YoY growth in DRAM bit output in 2025, with diverging market conditions across different product types and applications. HBM demand remains strong, leading to tight supply;...
TrendForce’s latest research indicates that after the DRAM industry underwent a period of inventory correction and experienced a general price rebound this year...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of mobile DRAM were relatively stagnated, and consensus was reached only at the end of S...
There are two main points regarding fourth-quarter DRAM contract prices: First, the mobile DRAM segment is seeing the weakest price trend...
As indicated by the survey of global market intelligence firm TrendForce, North America’s establishment of AI servers upon receiving NVIDIA’s products has actuated orders for 4TB SSD...
