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Regarding negotiations for the 3Q23 contracts, suppliers and buyers for the most part have yet to reach a general agreement on price and are in a deadlock...
TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server buyers...
DRAM suppliers and buyers are currently in the midst of negotiations for 3Q23 contracts, so a general consensus on price has yet to be reached...
As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...
Suppliers and buyers are currently negotiating over 3Q23 contracts, and there is still no clear consensus on price...
Server Market: Review of 1Q23 and 2Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...
Global market intelligence firm TrendForce reports that after more than three quarters of corrections, some application segments of the DRAM market saw inventories return to their usual levels in June...
Global market intelligence firm TrendForce reports that most DRAM contracts for 2Q23 were finalized in May and June, and some buyers only finished arranging their transactions this month...
This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. As indicated by TrendForce’s latest survey on the supply chain, overall server shipment has been downward revised in projection...
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