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Price negotiations for 3Q23 are still underway without any clear consensus as of yet. PC OEMs have become buyers of prioritized negotiations for various suppliers due to SSD demand...
Even though the US and European countries are still experiencing high interest rates and tight credit supply, global inflation has been cooling over the month, and the job markets of these countries remain fairly robust...
As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...
Suppliers and buyers are currently negotiating over 3Q23 contracts, and there is still no clear consensus on price...
It is currently the negotiation period for 3Q23 contract prices, where sellers are showing a more adamant attitude towards wafers...
As indicated by the survey of global market intelligence firm TrendForce, the Netherlands had announced its export control on equipment for advanced nodes on June 30th that covers how restricted items...
Samsung’s new fab (Line S6) in Taylor will be segmented into two phases. Phase 1 is planned as a 4nm fab at an approximate capacity of 30Kwspm that is scheduled for official mass production at the end of 2024...
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
TrendForce estimates overall AI chip shipment (including GPU, FPGA, and AISC) to arrive at 5.6 million units in 2023 under a 55% growth...
According to an economic outlook report released by the World Bank in June, the global GDP for 2023 has been marginally raised from the initial estimate of 1.7% to 2.1%. However, the stickiness of ongoing global inflation has become increasingly apparent, and high interest rates continue to suppress economic activity...
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