Price negotiation continued through July and finally finished in August for some 3Q21 server DRAM contracts...
TrendForce’s analysis of the performance of the mobile DRAM market for 2Q21 finds that smartphone brands were still proactively stocking up on components during that period as they maintained high expectations for their annual production figures...
TrendForce maintains its view from last week that negotiations over contract prices are not expected to be at a significant level for August...
Market intelligence firm TrendForce reports that the momentum of server DRAM procurement was stronger in 2Q21 than in 1Q21 mainly because buyers were anticipating further hikes in component prices and had concerns about uncertainties in the supply chain...
Dynamics of Server Market in 2Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, the demand end had further amplified the purchase intensity during 2Q21 in fear of higher subsequent prices and insufficient source of products after the official subversion in DRAM prices in 1Q21...
It is now the first week of August, and negotiations over contract prices have temporarily ceased following the completion of the latest quarterly deals...
As indicated by the survey of global market intelligence firm TrendForce, the negotiation on the contract prices of PC DRAM has predominantly concluded having entered 3Q21...
As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel and AMD...
As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel and AMD...