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AI Server Industry Analysis－1Q24
Last Modified
2024-04-02
Update Frequency
Quarterly
Format
Overview
Global AI chip shipments for 2024 are projected to total nearly 9.4 million units, marking a YoY increase of 61%. The growth is attributed to shipments that were previously deferred in 2023 due to tight supply for CoWoS and...
Spotlight Report
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DRAM Monthly Datasheet Jun. 2025
2025/06/16
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NAND Flash Monthly Datasheet Jun. 2025
2025/06/16
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2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25
2025/03/18
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Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward
2025/04/07
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DRAM Contract Price Mar. 2025
2025/03/31
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Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25
2025/04/16
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