Most quarterly contracts have yet to be finalized, and negotiations will continue after the Lunar New Year holiday. As projected earlier by TrendForce...
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
Global market intelligence firm TrendForce reports that some DRAM suppliers and PC OEMs have finalized 1Q25 DRAM module contracts in the second half of January, with prices showing MoM declines of 8-13%...
As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...
Global market intelligence firm TrendForce reports that the consumer DRAM market remains tepid as the issue of excess supply for DDR3 and DDR4 products has yet be resolved...
As indicated by the survey of global market intelligence firm TrendForce, smartphone brands have returned to a relatively healthy level of inventory at 6-8 weeks in the traditional off season of 1Q25...
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook of server demand...
Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...
The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...