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...
Regarding the production of HBM products, SK hynix continues to dominate the market. SK hynix plans to double its production capacity by 2025...
Global market intelligence firm TrendForce reports that OEMs have been stockpiling components in advance to prepare for factory shutdowns during the long Lunar New Year holiday...
According to the latest research by global market intelligence firm TrendForce, contract prices of client SSDs continue to face downward pressure in 1Q25 (current quarter) due to rising inventory leve...
Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...
Suppliers had stocked up in advance during 4Q24 in preparation for demand that could surface amidst the imminent off season and the Chinese New Year holiday...
TrendForce forecasts a continued slump in the NAND Flash market in 2025, driven by weak demand and oversupply, leading to price declines. To stabilize the market, Micron has initiated production cuts,...
According to the latest research by global market intelligence firm TrendForce, the NAND Flash market is expected to continue its downward trend into 2025 due to the pressures of weak demand and a sup...
In 1H24, Micron and SK hynix successively completed the qualification of their HBM3e 8hi products with NVIDIA. The H200, which is the first AI chip to adopt this type of memory...
The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...
NAND Flash suppliers have begun to correct down their bit output growth targets for this year because consumer electronics brands have adopted a conservative view on the demand situation in the first...
