Research Reports


AI Server/HBM/Server


Server DIMM Price Jan. 2023

2023/01/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor segment of small-scale buyers...

Enterprise SSD Contract Price 1Q23

2023/01/30

NAND Flash , AI Server/HBM/Server

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Market intelligence firm TrendForce reports that the QoQ decline in contract prices of enterprise SSDs was widened to...

Server Market Bulletin_20230119

2023/01/19

DRAM , AI Server/HBM/Server

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The tendency of cautious evaluation in CapEx has spread to North American CSPs, and prompted various companies to lower their 2023 server procurement, which serves as the main update for the server market bulletin this week...

Total Server Shipment Growth Rate to Drop to 1.87% in 2023 as North American CSPs Subside Server Purchase Dynamics

2023/01/16

DRAM , AI Server/HBM/Server

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As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American CSPs...

Server DIMM Price Dec. 2022

2022/12/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, most buyers, having arrived at the end of the year, have slowed down on procurement...

Development of HBM and CXL in the Age of AI, Vol. 3

2022/12/27

DRAM , AI Server/HBM/Server

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The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...

1Q23 Memory Price Projection

2022/12/23

DRAM , NAND Flash , AI Server/HBM/Server

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

Server DIMM Price Nov. 2022

2022/11/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices are yet to be favored by buyers despite approaching the end of the year...

ODMs Add More Production Lines in Southeast Asia and Mexico as Geopolitical Risks Have Caused Server Supply Chain to Shift

2022/11/29

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...

Server DRAM Industry Analysis-4Q22

2022/11/28

DRAM , AI Server/HBM/Server

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