TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by...
According to the latest research by TrendForce, the NAND Flash market is still experiencing oversupply challenges in 1Q25, resulting in ongoing price declines...
Now, in 1Q25, the contract market is showing a wait-and-see attitude. Although actual demand remains weak, some buyers anticipate that prices might improve in the latter half of the year...
Aggressive price drops and promotions are no longer seen from contract prices for wafers due to suppliers’ successive announcements on production cuts since the end of January...
Most quarterly contracts have yet to be finalized, and negotiations will continue after the Lunar New Year holiday. As projected earlier by TrendForce...
Continuing from previous updates, contract prices for 1Q25 have only been negotiated for partial products, and the rest will resume talks after the conclusion of the Chinese New Year holiday...
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
Global market intelligence firm TrendForce reports that some DRAM suppliers and PC OEMs have finalized 1Q25 DRAM module contracts in the second half of January, with prices showing MoM declines of 8-1...
As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...
Global market intelligence firm TrendForce reports that the consumer DRAM market remains tepid as the issue of excess supply for DDR3 and DDR4 products has yet be resolved...
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 NAND Flash market continues to persist in disequilibrium for supply and demand...
As indicated by the survey of global market intelligence firm TrendForce, the weakening economy has prompted production line personnel of Chinese fabs to leave early for the Chinese New Year holiday.....
As indicated by the survey of global market intelligence firm TrendForce, smartphone brands have returned to a relatively healthy level of inventory at 6-8 weeks in the traditional off season of 1Q25....
As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty...
