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As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...
Compared with other application segments, the server DRAM segment has seen the strongest upward momentum for prices in this third quarter...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs. According to previous analyses...
Among application segments, only server DRAM buyers show a higher level of procurement demand, especially with the QoQ price increase of DDR5 modules exceeding expectations and reaching...
According to the latest survey by global market intelligence firm TrendForce, the quarterly total revenue of the global DRAM industry reached US$22.9 billion for 2Q24...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers mostly completed their 3Q24 contract negotiations with PC OEMs and CSPs in the second half of July...
Most 3Q24 DRAM contracts have yet to be finalized, and demand remains sluggish for consumer electronics like smartphones and PCs...
Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Orientations of AI Server Supply Chain for 2H24
TRI’s View
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook on server demand...
According to the latest survey by global market intelligence firm TrendForce, 3Q24 contracts between DRAM suppliers and PC OEMs were mostly finalized in the second half of July...
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