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...
It is now the start of November, and the extent of the decline in prices for 4Q22 DRAM contracts have become clearer...
As indicated by the global market intelligence firm TrendForce, the negotiations among most buyers are maintained at a deadlocked status...
Global market intelligence firm TrendForce reports that as the DRAM market enters 4Q22, suppliers have been making further price concessions due to the ongoing growth in bit output...
Global market intelligence firm TrendForce reports that the top three DRAM suppliers have been aggressive in providing PC OEMs with acceptable contract quotes since the beginning of October...