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As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...
Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...
Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language models (LLMs)...
This issue of server bulletin provides an update on server ODMs’ outlook towards 2024. Continuing from previous observations...
2024 AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Solutions for AI Servers
Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, South Korean suppliers have been successively proposing quotes for 1Q24 contract prices recently...
As indicated by the survey of global market intelligence firm TrendForce, traditional off season demand from 1Q24 has not deterred suppliers’ determination in ramping up their prices expeditiously...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand primarily due to the subtle reduction in annual shipment...
As observed by global market intelligence firm TrendForce, CSPs, who act as essential drivers for the growth of the AI market, have been carrying on with their deployment...
This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...
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