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Contract negotiations have been limited in September as both suppliers and buyers are waiting for the start of 4Q22 in October to begin talks on quarterly deals...
According to the latest research by global market intelligence firm TrendForce, the COVID-19 pandemic caused tight supply in the server supply chain in the past few years...
According to the latest research by global market intelligence firm TrendForce, CXL (Compute Express Link) as a memory standard has been in continuous development since it was announced three years ago...
Moving to the middle of September, buyers and suppliers are now shifting their attention to 4Q22 contracts. Due to the persistence of the supply-demand imbalance...
According to the latest research from global market intelligence firm TrendForce, the development of the global memory market in 4Q22 will be an extension of the situation in 3Q22...
Regarding prices of 3Q22 PC DRAM contracts, the lowest price of US$23.8 was arranged between Micron and a major PC OEM...
Annual and Quarterly Dynamics of Server Market in 2022 and 2H22 Outlook
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
According to the latest investigation by global market intelligence firm TrendForce, after transactions involving 3Q22 PC DRAM contracts had showed a QoQ price drop...
Global market intelligence firm TrendForce reports that DRAM suppliers began to make larger cuts to contract prices in July. Moving into August...
As indicated by the survey of global market intelligence firm TrendForce, there has been no significant reduction in buyers’ inventory, and server DRAM, regarded as an oversupplied material...
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