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Global Server Market in 3Q20
Server and Cloud Sectors in 3Q20
Relationship between OEMs and Taiwan’s ODMs
Key Market Trends and Topics
Conclusion and TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...
TrendForce’s analysis of the DRAM market for 3Q20 finds that DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from the second half of August to mid-September...
Entering November, the DRAM market as a whole is still experiencing weakening demand. Contract prices will remain on the slide from October...
Research by market intelligence firm TrendForce finds that the number of hyperscale data centers is now...
Contracts for 4Q20 have all been finalized, and transactions show price changes that are in line with TrendForce’s projection...
TrendForce’s analysis of specialty (consumer) DRAM market for October finds that contract prices are again under the dictate of the structural supply/demand dynamics...
As indicated by the survey of global market intelligence firm TrendForce, the 4Q20 prices of Server DRAM will experience profound difficulties in negotiation...
As indicated by the survey of global market intelligence firm TrendForce, most contract prices of PC DRAM in the existing phase are negotiated based on a “quarterly” structure as mentioned in the previous updates on contract prices...
Following up on the survey of contract transactions in the previous edition of the bulletin, TrendForce finds that most 4Q20 deals for server DRAM products...
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