Currently, at the end of 2Q24, DRAM suppliers are releasing initial quotes for 3Q24 contracts. Among the application segments, the most significant price hikes are observed for server DRAM...
Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...
According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...
According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to...
Market participants are about to unfold their negotiations for 3Q24 contract prices, having arrived at the end of 2Q24, and the overall procedure is expected to be even more complicated and prolonged...
For 3Q24, TrendForce now forecasts that contract prices of DDR5 server DRAM products will rise by 8-13% QoQ, a larger increase compared with the previous projection...
With negotiations for 3Q24 contract prices about to begin, momentum of demand for enterprise SSD actuated by the AI trend remains relatively robust...
With 2Q24 drawing to an end, shipment bit is projected at a QoQ drop of 10-15%, despite established consensus towards price hikes...
Global Server Market Shipment Analysis and Supply-Demand Changes CSP Deployment Strategies and Server Manufacturers’ Developments Emerging Markets and Server Supply Chain Shifts TRI’s View
According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...
Global smartphone production totaled 296 million units for 1Q24, marking a YoY increase of 18.7%. In 1Q23, excess channel inventory caused downward corrections to...
DRAM industry’s total revenue for 1Q24 came to US$18.35 billion, marking a QoQ increase of 5.1%. In 1Q24, contract prices of mainstream DRAM products kept rising and registered larger QoQ hikes...
Strong demand for enterprise SSDs: Thanks to the demand related to AI-enabled applications, the attach rate of SSDs among servers rose in 1Q24...
Global market intelligence firm TrendForce reports that global smartphone production rose by 18.7% YoY to 296 million units for 1Q24. At the start of 2023...
Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...
