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Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have yet to full conclude...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
Global market intelligence firm TrendForce reports that the second quarter saw a significant increase in the procurement of enterprise SSDs...
As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...
HBM achieves high bandwidth and high density through backend process steps such as TSV and 3D stacking. However, these process steps also create bottlenecks in improving production yields...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs. According to previous analyses...
According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...
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