Research Reports


AI Server/HBM/Server


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

2022/08/19

NAND Flash , AI Server/HBM/Server

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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) and servers procured by North American hyperscalers...

Server DIMM Price Jul. 2022

2022/07/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the declination of server DRAM contract prices has yet to suspend even though it is currently a traditional peak season for the server industry...

Enterprise SSD Contract Price 3Q22

2022/07/22

NAND Flash , AI Server/HBM/Server

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Because of the rising interest rates and the mounting inflation, businesses on the whole have scaled back the expenditure for IT infrastructure for 2H22...

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

2022/07/14

DRAM , NAND Flash , AI Server/HBM/Server

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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 preparation for new models...

North American CSPs Maintain Stable Level of Server Procurement Demand, but One Has Started to Adjust Its Component Orders That Have Long Lead Time

2022/07/14

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that moving into 3Q22, the server supply chain has started to stabilize as the supply situations of certain components...

Server DIMM Price Jun. 2022

2022/06/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, despite most server DRAM contract prices are still being negotiated on a quarterly basis...

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

2022/06/28

DRAM , AI Server/HBM/Server

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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

2022/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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

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

2022/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment

2022/06/21

DRAM , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the server end is continuously confined by undersupplied materials amidst the supply chain issues of the industry that started surfacing since the outbreak of the COVID-19 pandemic...

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