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Major CSPs’ Engagement in AI Server Infrastructures to Raise HBM and CoWoS Capacity by 30-40% (2023-2024) under Driver of High-End AI Chips
Last Modified
2023-06-15
Update Frequency
Aperiodically
Format
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Overview
As indicated by TrendForce’s observations, the growth of AI servers in 2023 yielded by generated AI applications, such as ChatBOT, are seen with particularly heavy engagement from major CSPs...
Spotlight Report
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DRAM Monthly Datasheet Apr. 2024
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NAND Flash Monthly Datasheet Apr. 2024
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Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries
2024/04/03
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Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan
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DRAM Contract Price Feb. 2024
2024/02/29
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Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility
2024/03/20
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Spotlight Report
-
DRAM Monthly Datasheet Apr. 2024
2024/04/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Apr. 2024
2024/04/15
Semiconductors
EXCEL
-
Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries
2024/04/03
Semiconductors
PDF
-
Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan
2024/04/04
Semiconductors
PDF
-
DRAM Contract Price Feb. 2024
2024/02/29
Semiconductors
PDF
-
Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility
2024/03/20
Semiconductors
PDF