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This issue of server bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...
Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...
In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...
As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...
Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...
Global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23. Besides an upswing in procurement demand...
The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...
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