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This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Quarterly Server DRAM latest market revenue/output update
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Orientations of AI Server Supply Chain in 2024 & 2025
TRI’s View
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
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