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This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...
According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...
In the server DRAM segment, negotiations for 3Q24 contracts are mostly completed, with the focus now shifting to 4Q24...
As indicated by TrendForce’s latest survey, there have been divergences among dynamics of transactions for DDR4/LPDDR4 and DDR5/LPDDR5 in the DRAM market recently...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as added updates on the supply chain of server cooling...
The contract prices for 3Q24 have largely been set. Conventional DRAM prices are expected to increase by approximately 8-13% QoQ...
Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...
Continuing from last week’s update, mobile DRAM remains the weakest application segment in terms of price trends. Prices of LPDDR4X products...
Apple plans to launch its flagship iPhone 16 series in September 2024. All four new models this year will feature the new processor made with TSMC’s 3nm node...
In 2Q24, global smartphone production totaled 286 million units, reflecting a QoQ decline of 3.4% but a YoY increase of 5.2%...
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