As indicated by the survey of global market intelligence firm TrendForce, September saw no changes to SLC NAND Flash prices from that of August, where buyers are relatively passive towards procurement...
According to TrendForce’s latest research, the inventory pressure on DRAM suppliers has decreased significantly because the effect of suppliers’ production cuts have become more apparent over the quar...
As indicated by the survey of global market intelligence firm TrendForce, the emergence of stocking demand within the market, after the successful rebound of average NAND Flash contract prices since A...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for 3Q23 were predominantly established earlier this month at an overall leveled performance to that of August...
According to the latest market survey conducted by TrendForce, most PC OEMs already finished negotiating prices for 3Q23 DRAM contracts in July and August...
DRAM suppliers and buyers have already begun negotiating prices for fourth-quarter contracts. With the exception of server DRAM, the consensus for most other DRAM product categories is that it is diff...
Negotiations on contract prices of various products for 4Q23 are starting to be established. Among which, enterprise SSD has yet to see a recovery in purchase dynamics among data center clients...
Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...
Trends in Global and Chinese Server Markets Rise of AIGC-Related Applications Is Driving Demand for AI Servers Key Trends in Server Market for 2H23 TRI’s View
Suppliers are becoming consistent towards pricing by exhibiting reluctance in sales and attempting to raise their quotations amidst negotiations alongside the seasonal stocking demand for consumer ele...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has recently expanded its production cut for 4Q23 to 50% in response to the weakening degree of demand...
The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server...
The NAND Flash market persists under challenges, where enterprises’ successive allocation of their CapEx to the establishment of AI servers has led to a drop in enterprise SSD...
As mentioned earlier, the pace of transactions in the server DRAM segment has been relatively slow due to a lack of consensus on prices between buyers and suppliers...
NAND Flash suppliers have been aggressively raising their contract prices of wafers in order to avoid significant losses on a continuous basis...
