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According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...
According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to initiate restocking...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
For 3Q24, TrendForce now forecasts that contract prices of DDR5 server DRAM products will rise by 8-13% QoQ, a larger increase compared with the previous projection...
With 2Q24 drawing to an end, shipment bit is projected at a QoQ drop of 10-15%, despite established consensus towards price hikes...
Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View
According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...
This week’s Bulletin provide an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Global smartphone production totaled 296 million units for 1Q24, marking a YoY increase of 18.7%. In 1Q23, excess channel inventory caused downward corrections to...
DRAM industry’s total revenue for 1Q24 came to US$18.35 billion, marking a QoQ increase of 5.1%. In 1Q24, contract prices of mainstream DRAM products kept rising and registered larger QoQ hikes...
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