As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...
So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...
Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...
The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...
Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...
This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...
Recently, the Federal Reserve’s tight monetary policy has led to the failure of Silicon Valley Bank and bank runs. Although the Federal Government did intervene by monitoring and containing the disaster, the events expose the cash flow risks that tech startups face, which can easily leave them without money at-hand...
TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
Server Market: Review of 4Q22 and Outlook for 1Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View
Research Directory
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