Recent US economic data for the second quarter show a slowdown in domestic economic activities. Retail sales in May only rose by 0.1% MoM, lower than the previously expected growth rate of 0.2%. Also,...
TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-re...
NVIDIA, having begun shipping H200 since 2Q24, is slated to ramp up B100 whilst shipping out small batches of GB200 starting from 3Q24. AMD is scheduled to ship its MI325 starting from 4Q24...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations, L10 and L6 barebone servers...
In the server DRAM segment, Samsung has begun discussing 3Q24 contract prices with North American customers. However, Samsung’s quotes are a lot higher than buyers’ expectations, showing a QoQ increas...
Suppliers have been successively revealing their target prices for 3Q24 at a preliminary QoQ growth of 10-15% since entering the quarter...
On the other hand, both the upstream and downstream of the supply chain have seen a ramp-up of production and shipments related to the new iPhone series. The third-quarter component demand from Foxcon...
Now, entering 3Q24, suppliers and buyers are in the midst of their quarterly contract negotiations. TrendForce maintains that contract prices are on the rise...
Consumer demand has yet to strengthen having entered 3Q24, where the extensively accumulated rebound of NAND Flash prices since rock bottom...
Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products....
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
Continuing from last week, suppliers are releasing quotes for 3Q24 contracts. Currently, server DRAM is showing the largest price hike...
Market participants are starting to negotiate for their 3Q24 contract prices, having now entered July, where the supply end is showing a strong desire on pursing higher profits by carrying on with the...
Global market intelligence firm TrendForce reports that in the contract market for DRAM products, buyers have been relatively passive in seeking quotes due to weak demand for end products...
Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...
