Author Archives: TrendForce

Server Supply Chain Becomes Fragmented, ODM’s Southeast Asia SMT Capacity Expected to Account for 23% in 2023, Says TrendForce

Posted on 2023-08-23 by TrendForce

US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions. TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bases in …

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Posted in Semiconductors, server | Tagged , , , , , | Leave a comment

Buyer Reluctance Leads to a DRAM Spot Price Drop; NAND Flash Sees Around a 5% Increase

Posted on 2023-08-23 by TrendForce

DRAM Spot Market TrendForce has found that in the past week, the supply of used DDR4 chips (that were stripped from decommissioned server DRAM modules) has started to tighten. Therefore, products in the lower price range have also experienced small …

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Posted in DRAM, NAND Flash, Semiconductors | Tagged , , | Leave a comment

[News] Dell’s Large Orders Boost Wistron and Lite-On, AI Server Business to Grow Quarterly

Posted on 2023-08-22 by TrendForce

Dell, a major server brand, placed a substantial order for AI servers just before NVIDIA’s Q2 financial report. This move is reshaping Taiwan’s supply chain dynamics, favoring companies like Wistron and Lite-On. Dell is aggressively entering the AI server market, …

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Posted in Semiconductors, server | Tagged , , , , , | Leave a comment

[News] Taiwan Server Supply Chain Wistron, GIGABYTE will be benefit from UK’s AI Chip Purchase

Posted on 2023-08-22 by TrendForce

Following Saudi Arabia’s $13 billion investment, the UK government is dedicating £100 million (about $130 million) to acquire thousands of NVIDIA AI chips, aiming to establish a strong global AI foothold. Potential beneficiaries include Wistron, GIGABYTE, Asia Vital Components, and …

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75-inch TV Panels Surge, Laptop and Monitor Prices Stable to Slightly Up in Late August

Posted on 2023-08-21 by TrendForce

August Sees TV Demand Fluctuations Entering August, the TV brand demands echo with noise. Despite 7% Q3 growth, a noticeable dip from last month’s projections appears. Yet, panel makers hold steady, adjusting production and raising TV panel prices due to …

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Posted in Display, Panel Industry | Tagged , , , | Leave a comment