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Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...
According to TrendForce’s survey of the consumer DRAM market for March, only networking device manufacturers were willing to continue to release a marginal amount of procurement demand as shipments of end products as a whole were still in slump...
Global market intelligence firm TrendForce reports that in the DRAM market, suppliers and buyers have mostly shifted their attention to 2Q23 contracts...
As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.
So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...
Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...
This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...
TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...
Server Market: Review of 4Q22 and Outlook for 1Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
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