As indicated by the survey of global market intelligence firm TrendForce, the QoQ drop in total smartphone production during 2Q24, together with ample inventory of mobile DRAM among brands...
As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...
Compared with other application segments, the server DRAM segment has seen the strongest upward momentum for prices in this third quarter...
Buyers are now accepting the price hikes of enterprise SSD as it continues to benefit from the strong establishment demand for AI serves throughout 3Q24...
HBM achieves high bandwidth and high density through backend process steps such as TSV and 3D stacking. However, these process steps also create bottlenecks in improving production yields...
Among application segments, only server DRAM buyers show a higher level of procurement demand, especially with the QoQ price increase of DDR5 modules exceeding expectations and reaching...
Despite successive finalization of 3Q24 contact prices for various end products, PC and smartphone clients have yet to improve in demand...
According to the latest survey by global market intelligence firm TrendForce, the quarterly total revenue of the global DRAM industry reached US$22.9 billion for 2Q24...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers mostly completed their 3Q24 contract negotiations with PC OEMs and CSPs in the second half of July...
Most 3Q24 DRAM contracts have yet to be finalized, and demand remains sluggish for consumer electronics like smartphones and PCs...
Brands’ successive announcements of multiple AI PCs and AI smartphones recently have yet to improve the demand of the consumer market...
According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...
TrendForce expects the AI market to maintain high growth throughout the rest of 2024, with global shipments of AI chips projected to increase by...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain for 2H24 TRI’s View
According to the latest survey by global market intelligence firm TrendForce, 3Q24 contracts between DRAM suppliers and PC OEMs were mostly finalized in the second half of July...
