NVIDIA, having begun shipping H200 since 2Q24, is slated to ramp up B100 whilst shipping out small batches of GB200 starting from 3Q24. AMD is scheduled to ship its MI325 starting from 4Q24...
In the server DRAM segment, Samsung has begun discussing 3Q24 contract prices with North American customers. However, Samsung’s quotes are a lot higher than buyers’ expectations, showing a QoQ increas...
Suppliers have been successively revealing their target prices for 3Q24 at a preliminary QoQ growth of 10-15% since entering the quarter...
Global market intelligence firm TrendForce reports that this year, the wider memory industry is benefiting from the continuous growth in demand bits, price hikes resulting from improvements in the sup...
TrendForce reports that since ASPs of memory products started to climb up in 4Q23, there has been a divergence between the contract and spot markets in terms of price trend...
Now, entering 3Q24, suppliers and buyers are in the midst of their quarterly contract negotiations. TrendForce maintains that contract prices are on the rise...
Consumer demand has yet to strengthen having entered 3Q24, where the extensively accumulated rebound of NAND Flash prices since rock bottom...
Continuing from last week, suppliers are releasing quotes for 3Q24 contracts. Currently, server DRAM is showing the largest price hike...
Market participants are starting to negotiate for their 3Q24 contract prices, having now entered July, where the supply end is showing a strong desire on pursing higher profits by carrying on with the...
Global market intelligence firm TrendForce reports that in the contract market for DRAM products, buyers have been relatively passive in seeking quotes due to weak demand for end products...
Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...
Global market intelligence firm TrendForce reports that most DRAM suppliers have already finalized 2Q24 contracts with PC OEMs by the second half of April...
As indicated by the survey of global market intelligence firm TrendForce, several subsidization policies recently proposed by the Chinese government in the hope of stimulating public consumption have...
As indicated by the survey of market intelligence firm TrendForce, the consumer product market has yet to see any improvement from purchase dynamics, where suppliers are only receiving small batches o...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...
