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As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...
Currently, at the end of 2Q24, DRAM suppliers are releasing initial quotes for 3Q24 contracts. Among the application segments, the most significant price hikes are observed for server DRAM...
According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...
According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to initiate restocking...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
For 3Q24, TrendForce now forecasts that contract prices of DDR5 server DRAM products will rise by 8-13% QoQ, a larger increase compared with the previous projection...
With 2Q24 drawing to an end, shipment bit is projected at a QoQ drop of 10-15%, despite established consensus towards price hikes...
Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View
According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...
This week’s Bulletin provide an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
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