This week’s Bulletin provides an update on ODMs’ development in the server and AI market, as well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...
Contract negotiations are still ongoing, with agreements being noticeably harder to reach in the server DRAM segment...
It is now the start of November, and contract negotiations are still ongoing. SK hynix is observed to have obtained higher transaction prices for DRAM products compared with the other major memory suppliers...
This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...
As of the end of October, most contract negotiations have not been completed yet due to a lack of agreement on price between suppliers and their clients...
Global market intelligence firm TrendForce reports that, as mentioned in the September edition of this report, the DRAM market has undergone a shift in sentiment...
According to global market intelligence firm TrendForce, prices of consumer DRAM products have been falling for eight consecutive quarters since 4Q21...
As indicated by the survey of global market intelligence firm TrendForce, buyers had attempted to trigger a rebound on contract prices for server DRAM this quarter by implementing an average QoQ growth of 5-10% for DDR4 quotations...
As indicated by the survey of global market intelligence firm TrendForce, SK hynix first raised its prices for the LPDDR5X series in 3Q23...
Across all application segments of the DRAM market, suppliers have been very aggressive in raising quotes for 4Q23 contracts mainly because Chinese smartphone brands are actively stocking up...