Global market intelligence firm TrendForce reports that the NAND Flash market finally saw a demand turnaround in 3Q23 after suppliers maintained the strategy of production cuts for about a year...
Most suppliers are still lingering at losses despite an increment of more than 60% in wafer prices, and are thus maintaining their adamancy towards contract quotations for 2Q24...
In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...
The anticipation of AI-Generated Content (AIGC) applications approaching large-scale commercial deployment has triggered a sharp rise in demand for AI chips, significantly impacting the global high ba...
As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...
Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...
Global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23. Besides an upswing in procurement demand...
The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...
The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...
Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...
Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...
According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand...
Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024 Analysis of the Global Server Market Server Suppliers’ Strategies and Recent Activities Key Orientations of Server M...
Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to.....
Global market intelligence firm TrendForce reports that DRAM bit shipments registered a double-digit QoQ growth rate for 4Q23 due to factors such as smartphone brands ramping up device production...
