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Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...
Global market intelligence firm TrendForce reports that most DRAM suppliers have already finalized 2Q24 contracts with PC OEMs by the second half of April...
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...
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.
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...
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