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This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...
Server Market: Review of 4Q22 and Outlook for 1Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
This issue of Server Bulletin updates the current annual outlook among ODMs as the market has initiated a new wave of changes primarily on the continuous reduction of annual demand...
TrendForce noticed that numerous large CSPs have started investing in a significant level of equipment establishment related to AI under the emerging of applications...
As indicated by the survey of global market intelligence firm TrendForce, CSPs have yet to significantly recover in overall procurement this month due to their comprehensive reduction in demand that started from January...
TrendForce noticed that major OEMs, including Dell, HPE, Inspur, and Sugon, have all lowered their server shipment plans for 2023...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...
As indicated by the survey of global market intelligence firm TrendForce, enterprises have started shrinking their CapEx level in order to weather through the economic downturn as high inflation inhibits global economic growth...
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