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Suppliers and buyers are currently negotiating over 3Q23 contracts, and there is still no clear consensus on price...
Server Market: Review of 1Q23 and 2Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...
Global market intelligence firm TrendForce reports that after more than three quarters of corrections, some application segments of the DRAM market saw inventories return to their usual levels in June...
Global market intelligence firm TrendForce reports that most DRAM contracts for 2Q23 were finalized in May and June, and some buyers only finished arranging their transactions this month...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. As indicated by TrendForce’s latest survey on the supply chain, overall server shipment has been downward revised in projection...
Global market intelligence firm TrendForce reports that although shipments of end products for 2Q23 have increased QoQ, YoY comparisons still show declines...
Presently, buyers and suppliers have begun discussions on 3Q23 contracts. The initial quotes indicate that there is not much room for a further decline in prices of DDR5 and LPDDR5X products...
Cloud computing workloads continue to increase rapidly due to the demand coming from a diverse range of applications. However, the limited room for DDR SDRAM to achieve further breakthroughs...
Buyers and suppliers are gradually entering negotiations for 3Q23 contracts. Although the markets for various categories of end products are expected to suffer a YoY decline in demand...
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