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Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...
TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...
Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...
As indicated by the survey of global market intelligence firm TrendForce, the market was affected by numerous unexpected events (e.g. earthquake in Taiwan, lockdown in Xi’an, and fire at ASML’s Berlin plant)...
As indicated by the survey of global market intelligence firm TrendForce, North American hyperscalers have been experiencing worse-than-expected inventory reduction under difficult component gap improvement...
According to TrendForce’s survey of the DRAM market, quotes for DRAM products began a gradual descent in 4Q21 on account of several factors...
According to the latest market analysis by global market intelligence firm TrendForce, the global foundry industry has been experiencing capacity crunch for almost two years due to various factors including the COVID-19 pandemic...
As indicated by the survey of global market intelligence firm TrendForce, contract prices are seeing a continuous reduction in December...
TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.
We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.
*Please take noted that we only provide this report in English ONLY.
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