As indicated by the survey of global market intelligence firm TrendForce, North America is not seen with a sizable increase in orders due to how server ODMs have been aggressively reducing their inventory under a conservative outlook on the overall economy...
Although Samsung announced a production cut on April 7, prices for 2Q23 contracts have yet to stabilize, and PC DRAM contract prices continue to plummet...
With the unfolding of coordination on 2Q23 contract prices, smartphone OEMs have yet to turn aggressive on eMMC and UFS procurement from Samsung’s production cut...
Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...
Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...
The level of production for server motherboards has yet to ascend or descend significantly after the surveying on the supply chain...
Moving into 2Q23, Samsung’s latest announcement on its unprecedented production cut has yet to take effect on the demand side of the market...
As negotiation on 2Q23 contract prices began, prices are seen dropping continuously with Samsung having yet to implement an actual production cut...
OPEC+ made a surprise announcement on April 4th, stating that starting from May, the members of the organization and their allies will be cutting production by more than 1.16 million barrels per day...
TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...
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