According to TrendForce’s latest research, the total revenue of the DRAM industry for 3Q23 came to US$13.48 billion, marking a QoQ increase of 18.0%...
Global Server Market – Performance in 4Q23 and Outlook for 1Q24 Development of Server Brands and CSPs Development of Taiwanese Server OEMs and Key Supply Chains TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...
TrendForce’s latest survey shows that contract prices for mobile DRAM have been successively finalized having entered November...
Module houses are more willing in proposing larger subsequent demand in response to the ongoing production cuts among suppliers...
Contract negotiations are still ongoing, with agreements being noticeably harder to reach in the server DRAM segment...
It is now the start of November, and contract negotiations are still ongoing. SK hynix is observed to have obtained higher transaction prices for DRAM products compared with the other major memory sup...
Negotiations for the 4Q23 contract prices of various products are almost concluded, except a stalemate between several suppliers and their corresponding clients...
Forecast on AI Server Market in 2024 Developments in AI Server Supply Chain Market Outlook for HBM Solutions Used in AI Servers Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, the SSD market had accelerated in deterioration under the turmoil of global politics in 2022...
As indicated by the survey of global market intelligence firm TrendForce, module houses had first started reflecting on the rising cost of client SSD among channels since the end of 3Q23 as a result o...
As of the end of October, most contract negotiations have not been completed yet due to a lack of agreement on price between suppliers and their clients...
Module houses continue to pile up their wafer orders. Suppliers have started raising their prices by a significant margin as a number of players suspend on quotations and provision...
According to the latest research by global market intelligence firm TrendForce, prices of NAND Flash wafers have stopped falling and turned upward in 3Q23 as suppliers’ production cuts had affected th...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for NAND Flash wafers are carrying on with the increment, and buyers are under ongoing stocking activities due...
