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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.
As indicated by the global market intelligence firm TrendForce, several suppliers only concluded the negotiation for server DRAM contract prices in late August due to the inability of reaching a consensus between market participants...
As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...
As indicated by the latest survey of global market intelligence firm TrendForce, the sufficiency ratio of DRAM is about to elevate in 4Q21 after the peak production season of various end products that was 3Q21...
As indicated by the survey of global market intelligence firm TrendForce, Huawei has been included in the Entity List successively since the trade conflict between China and the US that started from 2019...
A retrospect on the 2Q21 market status indicates that server OEMs had amplified on the purchase intensity of server DRAM from the concern over how component gaps would affect the shipment of completed units...
As indicated by the survey of global market intelligence firm TrendForce, the negotiation duration for 3Q21 contract prices of server DRAM had postponed and extended under the inability of reaching a consensus between buyers and sellers...
As indicated by the survey of global market intelligence firm TrendForce, the mass production of the new generation platforms from Intel and AMD...
Market intelligence firm TrendForce reports that the momentum of server DRAM procurement was stronger in 2Q21 than in 1Q21 mainly because buyers were anticipating further hikes in component prices and had concerns about uncertainties in the supply chain...
Dynamics of Server Market in 2Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
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