Annual and Quarterly Dynamics of Server Market in 2022 and 2H22 Outlook
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, there has been no significant reduction in buyers’ inventory, and server DRAM, regarded as an oversupplied material...
Shipments of whole servers were relatively strong and stable in 2Q22. Hence, compared with the markets for other kinds of end products, the server market had a better peformance during this period...
Global market intelligence firm TrendForce reports that the contract trading of server DRAM products in 1Q22 showed substantial price declines...
Global market intelligence firm TrendForce reports that an easing of tight supply for certain components, together with an significant increase in server shipments from server OEMs (enterprise players) and servers procured by North American hyperscalers...
As indicated by the survey of global market intelligence firm TrendForce, the declination of server DRAM contract prices has yet to suspend even though it is currently a traditional peak season for the server industry...
Because of the rising interest rates and the mounting inflation, businesses on the whole have scaled back the expenditure for IT infrastructure for 2H22...
As indicated by the latest survey of global market intelligence firm TrendForce, the unresolved qualification of new models and material shortages that have amplified the difficulties of material preparation for new models...
Global market intelligence firm TrendForce reports that moving into 3Q22, the server supply chain has started to stabilize as the supply situations of certain components...
As indicated by the survey of global market intelligence firm TrendForce, despite most server DRAM contract prices are still being negotiated on a quarterly basis...