As indicated by the survey of global market intelligence firm TrendForce, a downward revision in prices is seen this month as it marks the beginning of Micron’s third fiscal quarter (fiscal 3Q22)...
According to the latest research by TrendForce, the share of cloud services in IT-related procurements has grown in recent years due to the rapidly rising demand from enterprises for digital transformation solutions related to AI, HPC, etc...
As indicated by the latest survey of global market intelligence firm TrendForce, the recent warfare and hyperinflation have significantly subsided the purchase intensity of consumers...
Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...
Buyers were relatively passive during 4Q21, the first quarter for the official initiation of contract prices in a declining cycle...
As indicated by the survey of global market intelligence firm TrendForce, the reduction interval (quarterly decrement of 7.8%) for the contract prices of February has been predominantly established...
Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...
TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...
Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...