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The Semiconductor Research Department of TrendForce reports that customers in the server market were aggressively procuring AI servers in 2023...
With 1Q24 coming to an end, market participants have started negotiating for 2Q24 contract prices, where suppliers are generally asking for a 20% increase in quotations...
According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...
An increase of nearly 20% is expected to be seen from contract prices of 2Q24 primarily due to the unmitigated constraints on enterprise SSD provision...
Besides the mainstream market segments, TrendForce also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market.
Global market intelligence firm TrendForce reports that the NAND Flash market finally saw a demand turnaround in 3Q23 after suppliers maintained the strategy of production cuts for about a year...
Most suppliers are still lingering at losses despite an increment of more than 60% in wafer prices, and are thus maintaining their adamancy towards contract quotations for 2Q24...
The recovery of procurement demand has continued in the NAND Flash market during 1Q24. Much of CSPs’ spending is still related to AI...
Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...
According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...
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