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According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...
As indicated by the survey of global market intelligence firm TrendForce, 3Q23 prices are seeing a swift diminishment in reduction amidst the negotiation period...
Global market intelligence firm TrendForce reports that despite the start of the traditional peak season for the electronics market in the third quarter...
According to market research firm TrendForce, PC OEMs slightly increased their DRAM inventories to 10-14 weeks by the end of 2Q23 as they chose to stock up ahead of time...
As indicated by the survey of global market intelligence firm TrendForce, the server industry’s on-going reduction of inventory, together with how AI-related topics are driving additional resources to the particular field...
As indicated by the survey of global market intelligence firm TrendForce, HBM (High Bandwidth Memory) products that had initially occupied roughly 1% of bit production among DRAM suppliers...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs...
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