Recent focus for the contract market of mobile NAND Flash lies on the price dynamics of UFS 4.0. TrendForce noticed that clients are currently restricted in options since UFS 4.0 has become a standard...
Global market intelligence firm TrendForce reports that regional smartphone markets as a whole entered a period of decline during 1H23. Hence, global smartphone production fell again by...
As indicated by the survey of global market intelligence firm TrendForce, CSPs had underwent a rapid advancement in cloud infrastructure construction over the past three years under the COVID-19 pande...
According to the latest research from the global market research firm TrendForce, as of 2023, there has not been a notable turnaround in the global economy...
Negotiations for contract prices are currently stuck, particularly in the server DRAM segment. Suppliers and their clients have been unable to reach a general consensus...
The contract market has been focusing on wafer transactions recently, where most suppliers are raising their quotations on the grounds of production cuts...
Global market intelligence firm TrendForce has observed that US-based CSPs are leading a second migration of the server supply chain due to uncertainties caused by the COVID-19 pandemic and geopolitic...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...
Suppliers are now approaching production cost for their selling prices, and have been aggressively raising their contract prices of wafers this month after yet another expanded production cut in 2H23....
Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...
As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...
1. Dynamics of AI Server Market 2. HBM Market Outlook 3. Key Takeaways
