AI Server / Data Center

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...

Enterprise SSD Revenue Rose by 31% QoQ for 2Q22 as Easing of Tight Supply for Components Led to 15% QoQ Hike in Server Shipments and Kioxia’s Contamination Event Raised Prices and Demand

Global market intelligence firm TrendForce reports that an easing of tight supply for certain components, together with an significant increase in server shipments from server OEMs (enterprise players...

2Q22 Shipment Growth Yielded 6.5% QoQ Increment in Global DRAM Revenue

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry arrived at US$25.594 billion in 2Q22 revenue under a QoQ growth of 6.5% primarily owing to...

Projected QoQ Decline in Blended ASP of NAND Flash Products for 3Q22 Has Widened to 8-13% as Supply Chain Experiences Heavy Inventory Pressure

Global market intelligence firm TrendForce reports that the oversupply situation in the NAND Flash market during this second half of the year has gotten more severe...

Intel’s Schedule Updates on Sapphire Rapids: XCC Incorporation Unchanged for 4Q22, MCC Postponed to 1H23

As indicated by the latest survey of global market intelligence firm TrendForce, the unresolved qualification of new models and material shortages that have amplified the difficulties of material prep...

DRAM Price Forecast for 3Q22 Has Been Corrected Down Further as Rising Inventory and Weakening Demand Compel Suppliers to Change Their Stance in Price Negotiations

Global market intelligence firm TrendForce reports that with 3Q22 approaching, preliminary negotiations over quarterly contracts have begun for some DRAM products...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...