The shipment performance of various DRAM suppliers in 3Q20 exceeded the initial anticipation owing to Huawei’s substantial degree of inventory pull prior to the shipment restriction in mid-September...
Regarding changes in price trends for November, contract prices of server DRAM products are projected to still register a small...
A retrospect on the market status of 3Q20 shows that the industry chain of servers had sustained the impact from the previous aggressive stocking under the COVID-19 pandemic...
As indicated by the survey of global market intelligence firm TrendForce, the reinforced sanction imposed on Huawei by the US Department of Commerce during mid-3Q20...
TrendForce maintains the view that contract prices will register MoM declines for November and December...
Global Server Market in 3Q20
Server and Cloud Sectors in 3Q20
Relationship between OEMs and Taiwan’s ODMs
Key Market Trends and Topics
Conclusion and TRI’s View
As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...
TrendForce’s analysis of the DRAM market for 3Q20 finds that DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from the second half of August to mid-September...
Entering November, the DRAM market as a whole is still experiencing weakening demand. Contract prices will remain on the slide from October...
Research by market intelligence firm TrendForce finds that the number of hyperscale data centers is now...
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