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Global market intelligence firm TrendForce reports that some Chinese manufacturers for networking devices began procuring small quantities of DRAM components following the Lunar New Year holiday...
As indicated by the survey of global market intelligence firm TrendForce, the reduction interval (quarterly decrement of 7.8%) for the contract prices of February has been predominantly established...
As indicated by the survey of global market intelligence firm TrendForce, there have been no active negotiations in the PC DRAM field during February...
According to TrendForce’s latest analysis of the mobile DRAM market, the significant downward corrections that the Chinese smartphone brands had made to their annual device production targets continued to affect the sales of mobile DRAM solutions during 4Q21...
Manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain. Chip shortages have constrained assembly capacity for practically all kinds of electronics...
Regarding negotiations for server DRAM contracts, North American CSPs have finished arranging the prices for the first-quarter deals...
Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...
Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
No completed quarterly contract transactions have been reported from the server DRAM segment, but there are signs that DRAM suppliers and hyperscalers are close to reaching a consensus on the reasonable price range...
Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...
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