Even though the US and European countries are still experiencing high interest rates and tight credit supply, global inflation has been cooling over the month, and the job markets of these countries r...
Apple plans to release four new iPhones in September, with two 6.1” and two 6.7” models. Market rumors are currently pointing to a poor preliminary yield for camera modules and chassis...
As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...
Suppliers and buyers are currently negotiating over 3Q23 contracts, and there is still no clear consensus on price...
It is currently the negotiation period for 3Q23 contract prices, where sellers are showing a more adamant attitude towards wafers...
Samsung’s new fab (Line S6) in Taylor will be segmented into two phases. Phase 1 is planned as a 4nm fab at an approximate capacity of 30Kwspm that is scheduled for official mass production at the end...
1. Server Market: Review of 1Q23 and 2Q23 2. Developments of Server OEMs and Cloud Service Providers (CSPs) 3. OEMs’ and CSPs’ Relations with Taiwan ODMs 4. Key Server Market Topics and Trends 5....
According to an economic outlook report released by the World Bank in June, the global GDP for 2023 has been marginally raised from the initial estimate of 1.7% to 2.1%. However, the stickiness of ong...
As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...
As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash had maintained stability in prices this month under almost no changes to the structure of market activities com...
Global market intelligence firm TrendForce reports that after more than three quarters of corrections, some application segments of the DRAM market saw inventories return to their usual levels in June...
Global market intelligence firm TrendForce reports that most DRAM contracts for 2Q23 were finalized in May and June, and some buyers only finished arranging their transactions this month...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. As indicated by TrendForce’s latest survey on the supply chain, overall server shipment has been downward revised in projection...
Global market intelligence firm TrendForce reports that although shipments of end products for 2Q23 have increased QoQ, YoY comparisons still show declines...
