The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
Consumer confidence that has been affected by the declining global economy has led to a restricted degree of growth in the peak season...
According to the recent data released by the National Bureau of Statistics of China, China’s PMI in February shot up to 52.6, the highest since April 2012, suggesting China's economic prosperity continues to rebound...
This issue of Server Bulletin updates the current annual outlook among ODMs as the market has initiated a new wave of changes primarily on the continuous reduction of annual demand...
Global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%. The magnitude of decline was widened from 3Q22 to exceed 30%...
Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...
The QoQ decline in server DRAM contract prices for 1Q23 was more or less set in February, but contract prices of the mainstream DDR4 server DRAM modules...
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