Research Reports


AI Server/HBM/Server


Server DRAM Revenue Dropped 33.9% QoQ in 4Q22 under Sizable ASP Decrement

2023/02/21

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...

4Q22 Enterprise SSD Revenue Fell by Nearly 30% as Contract Prices Widened to 25% in Decrement amidst Collapsing Market

2023/02/21

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, enterprises have started shrinking their CapEx level in order to weather through the economic downturn as high inflation inhibits global economic growth...

YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered Again to 1.31% as Chinese and US-Based OEMs Have Corrected Down Their Shipment Projections

2023/02/16

DRAM , AI Server/HBM/Server

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According to TrendForce’s latest examination of the server supply chain, the general situation has started to stabilize in 1Q23 as shortages of certain components have been easing gradually...

Server DRAM Officially Surpasses Mobile DRAM in DRAM Output as Smartphone Demand Continues to Weaken in 2023

2023/02/15

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, uncertainties yielded by the supply chain amidst the pandemic had led to an accumulation of excessive inventory from the preparation...

Server Market Bulletin_20230202

2023/02/02

DRAM , AI Server/HBM/Server

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The adjustments on server procurement among CSPs since January have also affected ODMs...

Server DIMM Price Jan. 2023

2023/01/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor segment of small-scale buyers...

Enterprise SSD Contract Price 1Q23

2023/01/30

NAND Flash , AI Server/HBM/Server

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Market intelligence firm TrendForce reports that the QoQ decline in contract prices of enterprise SSDs was widened to...

Server Market Bulletin_20230119

2023/01/19

DRAM , AI Server/HBM/Server

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The tendency of cautious evaluation in CapEx has spread to North American CSPs, and prompted various companies to lower their 2023 server procurement, which serves as the main update for the server market bulletin this week...

Total Server Shipment Growth Rate to Drop to 1.87% in 2023 as North American CSPs Subside Server Purchase Dynamics

2023/01/16

DRAM , AI Server/HBM/Server

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As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American CSPs...

Server DIMM Price Dec. 2022

2022/12/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, most buyers, having arrived at the end of the year, have slowed down on procurement...

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