In early June, the 2024 Computex, a major global electronics trade show, kicked off in Taipei. Building on the AI industry revolution initiated by NVIDIA last year, this year saw both NVIDIA and AMD,...
Global market intelligence firm TrendForce reports that most DRAM suppliers have already finalized 2Q24 contracts with PC OEMs by the second half of April...
As indicated by the survey of global market intelligence firm TrendForce, several subsidization policies recently proposed by the Chinese government in the hope of stimulating public consumption have...
Currently, at the end of 2Q24, DRAM suppliers are releasing initial quotes for 3Q24 contracts. Among the application segments, the most significant price hikes are observed for server DRAM...
Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...
According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to...
TSMC’s capacity for 3nm is now under an exceedingly short supply in 2H24 after the full incorporation by the iPhone 16 series and new PC platforms such as Intel’s Arrow Lake/Lunar Lake...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
Nevertheless, MLCC suppliers are now seeing relatively flat growth for 3Q24 orders related to smartphones, laptops, and general-purpose servers, with growth rates averaging less than 10%. On the other...
Market participants are about to unfold their negotiations for 3Q24 contract prices, having arrived at the end of 2Q24, and the overall procedure is expected to be even more complicated and prolonged...
