TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppl...
According to the latest research by market intelligence firm TrendForce, the enterprise SSD market continued to grow in 3Q24...
TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...
According to the latest research by global market intelligence firm TrendForce, the NAND Flash market in 3Q24 showed a complex situation...
TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Regarding negotiations for contract prices of various NAND Flash products having entered mid-4Q24, both enterprise SSD and client SSD have reached their first edition of quotations...
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain in 2024 & 2025 TRI’s View
As HBM advances to the latest HBM3e generation, both capacity and sales price have increased, which has subsequently contributed to the growth of DRAM revenue...
In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...
Consumer products from various markets are seeing a QoQ improvement in sales performance after entering the festival season of 4Q24 thanks to e-commerce promotions...
TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...
