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The latest update on DRAM contract prices for November is as follow:
(1) PC DRAM contract prices have remained...
According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...
CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...
Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...
Server Market: Review of 3Q22 and Outlook for 4Q22
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, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...
According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...
According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18,187 million...
Prices for 4Q22 contracts were mostly finalized in October. The QoQ decline in the overall DRAM ASP has now reached...
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