TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Despite continued contract price increases in Q3, weak demand and high inventory levels are expected to lead to a 3-8% price decline in Q4, with overall ASP dropping by 0-5%. Looking ahead to 2025, TrendForce has lowered its DRAM price forecast, projecting price declines in the first half of the year and a pessimistic outlook for the second half.
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
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TRI’s View