Global Hi-Tech Industry Research Report


AI/HBM/Server Global Hi-Tech Industry Research Report


Server DRAM Revenue Dropped 27.2% QoQ in 3Q22 under Simultaneous Depletion in Shipment Bit and Contract Prices

2022/11/17

DRAM , AI/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

DRAM , NAND Flash , AI/HBM/Server

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According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

DRAM , NAND Flash , AI/HBM/Server

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According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Enterprise SSD Contract Price 4Q22

2022/11/16

NAND Flash , AI/HBM/Server

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Market intelligence firm TrendForce reports that as the wider economic outlook becomes more conservative during the second half of this year...

Server DIMM Price Oct. 2022

2022/10/31

DRAM , AI/HBM/Server

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As indicated by the global market intelligence firm TrendForce, the negotiations among most buyers are maintained at a deadlocked status...

AMD Likely to Exceed 22% in Market Share of x86 Server CPU Shipment in 2023 under ESG and Delayed Mass Production of Intel Sapphire Rapids

2022/10/24

DRAM , AI/HBM/Server

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As indicated by TrendForce’s latest survey on the supply chain, Intel has postponed the schedule for the mass production of Sapphire Rapids owing to how the appalling yield rate of Intel’s 7nm process has induced bottlenecks in various tests and qualifications...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

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As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

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As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Server DIMM Price Sep. 2022

2022/09/30

DRAM , AI/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a comprehensive market consensus has yet to be attained for server DRAM prices having arrived at the end of 3Q22...

Prices of Server DRAM and Enterprise SSDs Will Experience Significant Downward Corrections in 2023 as Growth Slows in Server Market

2022/09/27

DRAM , AI/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the COVID-19 pandemic caused tight supply in the server supply chain in the past few years...

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