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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...
Due to suppliers aggressively raising quotes, contract prices have risen further despite weak demand. The mobile DRAM segment has seen a QoQ price hike of 20%...
Following up on the projection made in last week, TrendForce’s latest survey currently finds no completed contract transaction...
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21...
This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...
Now, at the start of 1Q24, negotiations are still ongoing for quarterly contracts, and transaction prices have yet to be finalized...
In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
According to the latest research by market intelligence firm TrendForce, prices of NAND Flash wafers, which experienced the worst loss of profit margin among memory products...
As indicated by the survey of global market intelligence firm TrendForce, buyers had started stocking up in advance during early 4Q23 when contract prices began rebounding...
Global market intelligence firm TrendForce reports that now, at the end of 4Q23, the DRAM market is definitely expecting prices to go up in 1Q24...
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