There are two main points regarding fourth-quarter DRAM contract prices: First, the mobile DRAM segment is seeing the weakest price trend...
As indicated by the survey of global market intelligence firm TrendForce, North America’s establishment of AI servers upon receiving NVIDIA’s products has actuated orders for 4TB SSD...
Global market intelligence firm TrendForce reports that the consumer electronics market did not experience the usual seasonal demand surge in 3Q24...
3Q24 was seen with smartphone brands actively ridding their inventory, followed by a reduction in order pulls from the PC market amidst weakening demand...
Now, moving into 4Q24, negotiations over contract prices are still ongoing. On the whole, prices of DDR5 products are expected to remain relatively strong, with an estimated QoQ increase of around 5%....
As of mid-October, neither the traditional peak season (3Q24) that just concluded, nor China’s National Day holiday, were able to significantly revitalize the demand of the consumer market...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
In the HBM datasheet released earlier in October, TrendForce revealed suppliers’ production capacity plans for 2025 and calculated HBM demand based on AI chip shipment volumes...
Regarding the memory products market in 2023, the client SSD segment experienced intense competition...
The DRAM market is currently divided on future price trends, but it is evident that the prices for DDR4 and LPDDR4X products are unlikely to recover anytime soon due to several factors...
Negotiations for 4Q24 contract prices of enterprise SSD are currently ongoing, though the increment has been extensively subsided compared to...
TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...
TrendForce forecasts that NVIDIA will focus on promoting its Blackwell B300 series AI chips in 2025, with increased adoption of CoWoS-L packaging and liquid cooling solutions. The B300 series will rep...
Moving into 4Q24, since buyers are still focused on inventory clearance, transaction volumes are expected to drop further...
The plummeting prices of client SSD from the retail market at a difference of nearly 30% compared to contract prices have incentivized a segment of PC clients...
