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Revenue from Enterprise SSDs Totaled Just US$3.79 Billion for 4Q22 Due to Slumping Demand and Widening Decline in SSD Contract Prices, Says TrendForce

6 March 2023

This price plunge, in turn, caused the quarterly total revenue from enterprise SSDs to drop by 27.4% QoQ to around US$3.79 billion. TrendForce projects that the NAND Flash industry will again post a QoQ decline in the revenue from this product category for 1Q23.

Global DRAM Revenue Fell by More Than 30% for 4Q22 as Suppliers Made Large Price Concessions to Drive Shipments, Says TrendForce

2 March 2023

According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to US$12, 281 million for 4Q22. The QoQ decline for 4Q22 is larger than the QoQ decline of 28.8% for 3Q22 and comes close to the QoQ decline of 36% for the final quarter of 2008, when the global economy was in the midst of a major financial crisis.

TrendForce Says with Cloud Companies Initiating AI Arms Race, GPU Demand from ChatGPT Could Reach 30,000 Chips as It Readies for Commercialization

1 March 2023

According to TrendForce’s latest report “Trends and Challenges in Development of AI Applications as Seen from AI Generated Content (AIGC)”, this new wave of interest is expected to bring benefits to the participants across the supply chain for GPUs and AI chips. These participants include NVIDIA, TSMC, Unimicron, AIChip, etc.

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.

Global NEV Sales Rose by More Than 60% YoY to Surpass 10 Million Units for 2022 and Will Keep Growing in 2023, Says TrendForce

21 February 2023

According to TrendForce’s latest research, global sales of new energy vehicles (NEVs) rose by 63.6% YoY to 10.65 million units for 2022. Of this total, sales of battery-electric vehicles (BEVs) comprised 7.89 million units and registered a YoY growth rate of 68.7%.

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