As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...
Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...
Global market intelligence firm TrendForce reports that contract prices of NAND Flash wafers finally began to rebound near the end of 3Q23 after the NAND Flash supply chain...
Global market intelligence firm TrendForce reports that global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23...
Following the end of the Lunar New Year holiday, DRAM suppliers and buyers have yet to resume negotiations for 1Q24 contracts...
Market participants have yet to reactivate their negotiations for 1Q24 contract prices as the Chinese New Year holiday had just concluded last week...
Trading activities have been scarce in the DRAM contract market for the past week, and the lack of transactions has been especially noticeable in the server DRAM and mobile DRAM segments...
Various product categories have seen a price surge of 23-28% in 1Q24 due to suppliers’ intention in drastically lowering their losses...
2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways
1. Supply-side Outlook: Server DRAM and CPUs 2. Demand-side Outlook: Server Brands and CSPs 3. Server DRAM Price Trends 4. TRI's View
Market participants had started unfolding the negotiations for their 1Q24 contract prices since December last year, as indicated by the survey of global market intelligence firm TrendForce...
Global market intelligence firm TrendForce reports that despite this first quarter being the traditional slow season, memory demand is on par with the previous quarter because smartphone brands are ea...
Global market intelligence firm TrendForce reports that the top three DRAM suppliers are now experiencing an easing of inventory pressure as customers in the PC and server application segments...
Global market intelligence firm TrendForce reports that as the DRAM market enters 2024, suppliers and buyers have already been actively negotiating their 1Q24 contracts since the end of the preceding...
As indicated by the survey of global market intelligence firm TrendForce, the difference between contract and spot prices has drastically subsided due to the diminishing level of orders from the retai...
