According to TrendForce’s latest research, the total revenue of the DRAM industry for 3Q23 came to US$13.48 billion, marking a QoQ increase of 18.0%...
Global Server Market – Performance in 4Q23 and Outlook for 1Q24
Development of Server Brands and CSPs
Development of Taiwanese Server OEMs and Key Supply Chains
TRI’s View
TrendForce’s latest survey shows that contract prices for mobile DRAM have been successively finalized having entered November...
This week’s Bulletin provides an update on ODMs’ development in the server and AI market, as well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...
Contract negotiations are still ongoing, with agreements being noticeably harder to reach in the server DRAM segment...
It is now the start of November, and contract negotiations are still ongoing. SK hynix is observed to have obtained higher transaction prices for DRAM products compared with the other major memory suppliers...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
As of the end of October, most contract negotiations have not been completed yet due to a lack of agreement on price between suppliers and their clients...
Global market intelligence firm TrendForce reports that, as mentioned in the September edition of this report, the DRAM market has undergone a shift in sentiment...
According to global market intelligence firm TrendForce, prices of consumer DRAM products have been falling for eight consecutive quarters since 4Q21...