As the year-end holiday shopping season approaches, major global economies are still grappling with their respective economic problems. The cooling of the inflation situation in Europe and the United...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
By the end of this year, Huawei is expected to acquire around 18 million pieces of mobile SoCs, which correspond to an estimated production of 10-15 million smartphones (whole devices)...
Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...
At the annual meeting of central banks held at the end of August, the heads of the US Federal Reserve and ECB jointly declared that there would be no change to the 2% inflation target...
Suppliers are becoming consistent towards pricing by exhibiting reluctance in sales and attempting to raise their quotations amidst negotiations alongside the seasonal stocking demand for consumer ele...
In terms of capacity utilization, TSMC has dropped to about 60% for 8-inch wafers in 2H23 due to the slow inventory reduction among PMIC clients...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has recently expanded its production cut for 4Q23 to 50% in response to the weakening degree of demand...
This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...
The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server...
The NAND Flash market persists under challenges, where enterprises’ successive allocation of their CapEx to the establishment of AI servers has led to a drop in enterprise SSD...
