As indicated by the survey of global market intelligence firm TrendForce, supply and demand of the mobile DRAM market could see an early subversion in 2025 primarily due to...
Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q24...
TrendForce reports that server DRAM revenue grew by 8.0% QoQ and 84.4% YoY in 4Q24, driven by continued growth in DDR5 shipments and prices. While overall bit shipments saw a slight increase, individual supplier performance varied. Micron saw significant revenue growth due to aggressive shipments of DDR5 and HBM products. Looking ahead to 2025, AI server demand will continue to grow, but CSPs' slower transition to advanced processes may limit the supply of certain products.
As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
