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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
The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
Consumer confidence that has been affected by the declining global economy has led to a restricted degree of growth in the peak season...
This issue of Server Bulletin updates the current annual outlook among ODMs as the market has initiated a new wave of changes primarily on the continuous reduction of annual demand...
Global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%. The magnitude of decline was widened from 3Q22 to exceed 30%...
The QoQ decline in server DRAM contract prices for 1Q23 was more or less set in February, but contract prices of the mainstream DDR4 server DRAM modules...
TrendForce noticed that numerous large CSPs have started investing in a significant level of equipment establishment related to AI under the emerging of applications...
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