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As September comes to an end, there are some subtle changes in market sentiment. DRAM suppliers are hoping for price increases in 4Q23...
According to TrendForce’s latest research, the inventory pressure on DRAM suppliers has decreased significantly because the effect of suppliers’ production cuts have become more apparent over the quarters...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for 3Q23 were predominantly established earlier this month at an overall leveled performance to that of August, with a QoQ drop of 3-8% in most products...
According to the latest market survey conducted by TrendForce, most PC OEMs already finished negotiating prices for 3Q23 DRAM contracts in July and August...
DRAM suppliers and buyers have already begun negotiating prices for fourth-quarter contracts. With the exception of server DRAM, the consensus for most other DRAM product categories is that it is difficult to produce further price concessions...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...
Trends in Global and Chinese Server Markets
Rise of AIGC-Related Applications Is Driving Demand for AI Servers
Key Trends in Server Market for 2H23
TRI’s View
This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...
As mentioned earlier, the pace of transactions in the server DRAM segment has been relatively slow due to a lack of consensus on prices between buyers and suppliers...
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