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...
TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...
Global market intelligence firm TrendForce reports that in 2Q23, OEMs for consumer electronics increased NAND Flash procurement demand slightly from the previous quarter...
Regional smartphone markets all experienced declines during 1H23, resulting in a YoY drop of around 13% in global smartphone production for the period...
The DRAM industry generated US$11.428 billion of revenue in 2Q23 at a QoQ growth of 20.4%, and managed to climb back after terminating the declination that lasted three consecutive quarters...
Global market intelligence firm TrendForce reports that the total server DRAM revenue for 2Q23 came to US$2.664 billion, showing a QoQ increase of...
As indicated by the survey of global market intelligence firm TrendForce, Apple is slated to announce four new iPhones in mid-September, including the regular iPhone 15 and iPhone 15 Plus...
As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash prices saw no differences to that of last month, and had maintained their existing pace of order pulls under sl...
Global market intelligence firm TrendForce reports that smartphone brands were again releasing a notable amount of mobile DRAM demand in 1Q23 as they had mostly finished with their inventory adjustmen...
Global market intelligence TrendForce reports that after some DRAM buyers agreed to price hikes for DDR5 modules near the end of July, other PC OEMs have successively finished arranging contracts with...
As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers have been increasing in ASP since August at about 2.87%...
