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Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

PDF

This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

Report
DRAM Market Bulletin_20240424

2024/04/24

DRAM

PDF

Current contract negotiations have yet to lead to more transactions being finalized, but DRAM suppliers have kept their quotes high. In the PC DRAM and server DRAM segments, quotes show QoQ increases of 15-20%...

Report
Applications Related to AI Inference Is Driving Demand for QLC SSDs; Shipments of Enterprise SSDs Are Expected to Grow Due to Their Advantage in TCO

2024/04/18

NAND Flash , AI Server/HBM/Server

PDF

Continuing from the previous report on the enterprise SSD market released in March, TrendForce’s latest research indicates that energy efficiency has become a top priority in the development of servers for AI inference applications...

Report
DRAM Monthly Datasheet Apr. 2024

2024/04/15

Semiconductors , DRAM +6

EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Report
NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

2024/04/11

AI Server/HBM/Server

PDF

Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

Report
Server Market Bulletin_20240411

2024/04/11

DRAM , AI Server/HBM/Server

PDF

This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

Report
Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash +2

PDF

As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Report
Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash +3

PDF

Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

Report
DRAM Market Bulletin_20240403

2024/04/03

DRAM

PDF

Although suppliers and buyers have mainly focused on negotiating 2Q24 contracts, some price fluctuations still occurred in March. In particular, the server DRAM segment, which had previously experienced stagnation, saw prices rise by 3-8% MoM...