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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and organizes key market demand for 2024...
The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...
Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...
This week’s Bulletin provides an update on server ODMs and the market of key server components, as well as compiles periodic statistics on the forecasted production schedules among ODMs for 2024...
According to the latest research conducted by global market intelligence firm TrendForce, Chinese smartphone brands proactively stocked up on components in 4Q23 and are now expected to maintain a relatively strong momentum...
DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation...
Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...
With the completion of channel inventory adjustments, the smartphone industry has seen the return of strong peak-season momentum for device production and stock-up activities during 2H23...
For 3Q23, the revenue of the DRAM industry was US$13.48 billion, showing a QoQ growth of 18.0%. During 2H23, there has been a gradual recovery in demand...
Global market intelligence firm TrendForce reports that smartphone brands all experienced a declining trend in device production during the first half of this year due to the slowdown...
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