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Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Last Modified

2025-04-09

Update Frequency

Aperiodically

Format

PDF

Overview

Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

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USD $15,500

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Overview

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

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

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

Enterprise SSD PackageRelated Reports

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

Enterprise SSD Market Saw Contract Prices Rise by Over 25% QoQ and Revenue Grow by 50% in 2Q24 Due to AI-related Demand Causing SSD Shortage

Prospective Outlook on Enterprise SSD Applications; NAND Flash Suppliers to Fulfill AI Demand through Process Upgrades

Revenue from Enterprise SSDs Grew by More than 60% QoQ for 1Q24 Due to Orders Being Driven by SSD Adoption in AI Server Segment

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

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Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

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USD $15,500

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Overview

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

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

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

Enterprise SSD PackageRelated Reports

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

Enterprise SSD Market Saw Contract Prices Rise by Over 25% QoQ and Revenue Grow by 50% in 2Q24 Due to AI-related Demand Causing SSD Shortage

Prospective Outlook on Enterprise SSD Applications; NAND Flash Suppliers to Fulfill AI Demand through Process Upgrades

Revenue from Enterprise SSDs Grew by More than 60% QoQ for 1Q24 Due to Orders Being Driven by SSD Adoption in AI Server Segment

Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

Download Report

USD $15,500

Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

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

DRAM Contract Price Mar. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Jan. 2025

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