"As demand for AI servers rises, the adoption of HBM4 memory is set to increase costs, with estimated price premiums exceeding 30%. HBM4 features significant changes, including doubling IO ch...
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, the gradual return to a relatively healthy and low level of inventory among smartphone brands...
As indicated by the survey of global market intelligence firm TrendForce, an apparent divergence was seen from prices of the server DRAM market in April...
Moving into 2Q25, while buyers in the contract market are stocking up ahead of time due to tariff-related uncertainties...
Global market intelligence firm TrendForce reports that in the consumer DRAM market, DDR3 and DDR4 products now show diverging trends...
Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized PC DRAM contract prices for 2Q25 by late April...
Some of the buyers are still leaning towards the reserved end on the outlook of 2H25, despite gradual manifestation of efficacy from production cuts...
As indicated by the survey of global market intelligence firm TrendForce, production cuts initiated by suppliers since the end of last year have generated further results this month...
As indicated by the survey of global market intelligence firm TrendForce, clients of industrial equipment are engaging in aggressive and...
As indicated by the survey of global market intelligence firm TrendForce, order demand for 2Q25 is rendering complex and double-edged effects due to significant repercussions from tariffs...
According to research by global market intelligence firm TrendForce, following several quarters of price corrections...
Global market intelligence firm TrendForce reports that after three consecutive quarters of price corrections and inventory adjustments...
Despite concerns about a downward revision in AI-related demand, SK hynix is projected to experience higher demand for its products and achieve yield improvements...
Samsung is currently negotiating with CSPs over server DRAM prices, with its proposed 3% hike generally being rejected...
