AI Server / Data Center

1Q23 Memory Price Projection

As indicated by the latest survey of global market intelligence firm TrendForce, 4Q22, carrying on from the price projection...

Server DRAM Industry Analysis－4Q22

CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...

Global NAND Flash Revenue for 3Q22 Fell Sharply by 24.3% QoQ as Suppliers Cut Prices in Face of Market Downturn

Global market intelligence firm TrendForce reports that NAND Flash demand faced significant headwinds in 3Q22. Just as effect dissipated for the contamination incident that occurred at Kioxia’s produc...

Server Market Report_3Q22

Server Market: Review of 3Q22 and Outlook for 4Q22 Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s View

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

TrendForce Micro Mini LED Market Bulletin- 2022.11.09

Apple Raises Shipment Shares of iPhone 14 Pro Due to Strong Sales, but Total iPhone Shipments for 1Q23 Have Been Cut Slightly

TrendForce’s Department of Semiconductor Research reports that Apple’s newly released iPhone 14 series has created a certain level of product differentiation with its processor performance...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been g...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

Global Top 10 Foundries’ Total Revenue for 2Q22 Registered a More Modest QoQ Growth Rate of 3.9% Due to Demand Downturn for Consumer Products and End of Chip Shortage

Global market intelligence firm TrendForce reports that the overall demand for consumer electronics continues to weaken as global inflation ratchets up instead easing...

TrendForce’s 4Q22 Memory Price Projection: Inventory Pressure Concentrates on Suppliers as Demand from Consumer Applications Remain Weak; Price Decline Will Widen in 4Q22

According to the latest research from global market intelligence firm TrendForce, the development of the global memory market in 4Q22 will be an extension of the situation in 3Q22...

Server Market Report_2Q22

Annual and Quarterly Dynamics of Server Market in 2022 and 2H22 Outlook Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s V...

Server DRAM Industry Analysis－3Q22

Shipments of whole servers were relatively strong and stable in 2Q22. Hence, compared with the markets for other kinds of end products, the server market had a better peformance during this period...