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Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.
Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...
The DRAM industry generated US$27.01 billion in revenue for 1Q25, marking a QoQ decline of 5.5%...
As indicated by the survey of global market intelligence firm TrendForce, PC OEMs are exhibiting increasingly strong intention in ensuring the availability of their products...
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
Global market intelligence firm TrendForce reports that the performance of the global smartphone market was stable during 1Q25...
Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized 2Q25 contract prices for DDR4 products in late April...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...
Global market intelligence firm TrendForce reports that there have been significant shifts in prices of DDR4 DRAM products over the past month...
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