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Manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain. Chip shortages have constrained assembly capacity for practically all kinds of electronics...
Regarding negotiations for server DRAM contracts, North American CSPs have finished arranging the prices for the first-quarter deals...
Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...
Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
No completed quarterly contract transactions have been reported from the server DRAM segment, but there are signs that DRAM suppliers and hyperscalers are close to reaching a consensus on the reasonable price range...
Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...
Global market intelligence firm TrendForce reports that in 4Q21, manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain...
The Lunar New Year has passed, and the prices for the 1Q22 PC DRAM contracts have been mostly arranged. The average contract price of the mainstream PC DRAM modules has come to...
As indicated by the survey of global market intelligence firm TrendForce, the market was affected by numerous unexpected events (e.g. earthquake in Taiwan, lockdown in Xi’an, and fire at ASML’s Berlin plant)...
As indicated by the survey of global market intelligence firm TrendForce, spot prices have rebounded from rock bottom owing to the lockdown in Xi’an at the end of 2021...
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