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Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Orientations of AI Server Supply Chain in 2024 & 2025
TRI’s View
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...
In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...
TrendForce reports that it is now a key moment for negotiating Q4 2024 contract prices. Prices of DDR4 and LPDDR4X products, which are made with mature processes...
Not only is CXMT supplying abundant amounts of DDR4 and LPDDR4X products, but the prices of LPDDR5X solutions used in smartphones have also started to drop starting in this fourth quarter...
According to the latest research by global market intelligence firm TrendForce, most DRAM suppliers and PC OEMs settled 4Q24 contract prices in October...
This week’s Bulletin provides an update on the respective market of US CSPs and corresponding enterprise OEMs...
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