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...
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...
