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With 2Q24 drawing to an end, shipment bit is projected at a QoQ drop of 10-15%, despite established consensus towards price hikes...
Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View
According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...
This week’s Bulletin provide an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Global smartphone production totaled 296 million units for 1Q24, marking a YoY increase of 18.7%. In 1Q23, excess channel inventory caused downward corrections to...
DRAM industry’s total revenue for 1Q24 came to US$18.35 billion, marking a QoQ increase of 5.1%. In 1Q24, contract prices of mainstream DRAM products kept rising and registered larger QoQ hikes...
Global market intelligence firm TrendForce reports that global smartphone production rose by 18.7% YoY to 296 million units for 1Q24. At the start of 2023...
Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...
As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...
Global market intelligence firm TrendForce reports that in the consumer DRAM segment, most buyers have already accumulated sufficient inventory...
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