On March 19, the Bank of Japan announced the end of its 17-year policy of maintaining negative interest rates. The country’s unsecured overnight call rate, which had previously been in the -0.1% to 0%...
Global market intelligence firm TrendForce reports that the consumer DRAM market had yet to see a notable turnaround in the demand for related end products in April...
According to the latest research by the global market intelligence firm TrendForce, demand for components has slowed down across the smartphone supply chain. With an uncertain demand outlook for the s...
According to the latest DRAM market survey by the global market intelligence firm TrendForce, there were sporadic reports of PC OEMs accepting a significant increase in the ASP of PC DRAM following Ta...
According to TrendForce’s latest research, PC OEMs have been actively raising their SSD inventory levels following the rebound of NAND Flash prices. However, sales of PCs and NBs were below expectatio...
As indicated by the survey of global market intelligence firm TrendForce, AI servers have become the focus of deployment for CSPs since last year...
US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...
This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and...
Suppliers are pretty much settled on their intention in carrying on with the increase of prices, despite ongoing negotiations on 2Q24 contract prices between market participants...
Current contract negotiations have yet to lead to more transactions being finalized, but DRAM suppliers have kept their quotes high. In the PC DRAM and server DRAM segments, quotes show QoQ increases...
Also, according to feedback from MLCC suppliers, the demand from tenders related to Japan’s Giga School is lower than expected this year, dropping by nearly 10% compared with 2023. Additionally, Dell...
