According to market intelligence firm TrendForce, global smartphone production during 2023 reflected a situation where the wider economy was affected by another downturn...
As indicated by the survey of global market intelligence firm TrendForce, buyers have been carrying on with stocking activities due to their anticipation on a tight supply that will persist for the en...
Global market intelligence firm TrendForce reports that PC DRAM contact prices were mostly flat in February because PC OEMs had already accept price hikes and finished arranging their quarterly contra...
As indicated by the survey of global market intelligence firm TrendForce, overall market has yet to ramp up significantly in momentum after Chinese New Year...
Global market intelligence firm TrendForce reports that contract prices of mainstream consumer DRAM contract prices showed MoM hikes of nearly 10% for January...
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
