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YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered to 1.31% as Dell, HPE, and Inspur Continue to Revise Their Projections, Says TrendForce

1 March 2023

TrendForce now projects that global server shipments will grow by just 1.31% YoY to 14.43 million units for 2023. This latest figure is a downward correction from the earlier estimation.

Server DRAM Will Overtake Mobile DRAM in Supply in 2023 and Comprise 37.6% of Annual Total DRAM Bit Output, Says TrendForce

20 February 2023

According to TrendForce’s analysis on the distribution of the DRAM industry’s total bit output for 2023, server DRAM is estimated to comprise around 37.6%, whereas mobile DRAM is estimated to comprise around 36.8%. Hence, server DRAM will formally surpass mobile DRAM in terms of the portion of the overall supply within this year.

MLCC Suppliers Will Focus R&D and Capacity Expansion Efforts on Automotive Offerings so as to Bolster Demand During 2023, Says TrendForce

14 February 2023

According to TrendForce’s recent analysis of the MLCC market, suppliers’ average book-to-bill (BB) ratio has risen slightly to 0.79 this February. The flow of orders has slowed down as seasonality affects the demand related to consumer electronics, data centers, and 5G network infrastructure. However, orders for automotive MLCCs may be able to grow in volume due to Tesla initiating a round of price cuts on its vehicles.

Projected YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered to 1.87% Due to North American Cloud Service Providers Cutting Demand, Says TrendForce

31 January 2023

TrendForce has lowered the YoY growth rate of their total server procurement quantity for this year from the original projection of 6.9% to the latest projection of 4.4%. With CSPs cutting demand, global server shipments are now estimated to grow by just 1.87% YoY for 2023.

Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 Due to Slow Inventory Consumption and Falling Wafer Input from Customers, Says TrendForce

19 January 2023

TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23

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