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Most 3Q24 DRAM contracts have yet to be finalized, and demand remains sluggish for consumer electronics like smartphones and PCs...
Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Orientations of AI Server Supply Chain for 2H24
TRI’s View
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook on server demand...
According to the latest survey by global market intelligence firm TrendForce, 3Q24 contracts between DRAM suppliers and PC OEMs were mostly finalized in the second half of July...
As indicated by the survey of global market intelligence firm TrendForce, market participants would usually begin their negotiations for the third quarter of each year starting from the end of June...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of server DRAM are still underway right now as market participants have yet to reach a consensus...
According to research by the global market research firm TrendForce, the DRAM demand related to consumer electronics has yet to pick up significantly...
Contract price negotiations did not go smoothly at the end of July. Although the overall DRAM ASP is still on an upward trajectory, buyers in various application segments are much less willing to accept further price hikes...
Now, in the second half of July, only Samsung have provided quotes, while SK hynix and Micron are still waiting for further developments in the market...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations, L10 and L6 barebone servers...
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