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【Market View】Suppliers Successfully Hike Wafer Contract Prices, Triggering Short-Term Surge in Spot Market, Says TrendForce
Published Aug.31 2023,15:42 PM (GMT+8)
Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increases in wafer contract prices...
【Market View】Global Enterprise SSD Revenue Hits New Low in Q2 at US$1.5 Billion, Peak Season Growth Expected to Fall Short of Forecasts, Says TrendForce
Published Aug.31 2023,01:52 AM (GMT+8)
TrendForce research reveals that, due to the impacts of high inflation and economic downturn, CSPs are adopting more conservative strategies when it comes to capital expenditure...
【Market View】After a Low Base Year in 2023, DRAM and NAND Flash Bit Demand Expected to Increase by 13% and 16% Respectively in 2024, Says TrendForce
Published Aug.30 2023,15:21 PM (GMT+8)
TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024...
【Market View】Strong Cloud AI Server Demand Propels NVIDIA’s FY2Q24 Data Center Business to Surpass 76% for the First Time, Says TrendForce
Published Aug.24 2023,18:17 PM (GMT+8)
NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%...
【Market View】Q2 DRAM Industry Revenue Rebounds with a 20.4% Quarterly Increase, Q3 Operating Profit Margin Expected to Turn from Loss to Gains, Says TrendForce
Published Aug.24 2023,02:22 AM (GMT+8)
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side...
【Market View】Server Supply Chain Becomes Fragmented, ODM’s Southeast Asia SMT Capacity Expected to Account for 23% in 2023, Says TrendForce
Published Aug.23 2023,14:44 PM (GMT+8)
US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions...
【Market View】Regional Economic Downturn and Investment Slowdown, 2023 Server Shipment Forecast Downgraded to 5.94% YoY Decline, Says TrendForce
Published Aug.16 2023,14:21 PM (GMT+8)
TrendForce announces a revised forecast for 2023 server shipments, protecting a downward shift of 5.94% YoY. This downward revision is attributed to various economic challenges...
【Market View】Global Server Shipments for 2024 Projected to Undergo Constrained Growth, Estimated Annual Increase of 2.3%, Says TrendForce
Published Aug.15 2023,15:22 PM (GMT+8)
The global server market, grappling with the impact of worldwide inflation, saw significant shifts in 2023. Server OEMs and CSPs revamped their investment strategies...
【Market View】Suppliers Amp Up Production, HBM Bit Supply Projected to Soar by 105% in 2024, Says TrendForce
Published Aug.09 2023,14:15 PM (GMT+8)
TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips...
【Market View】New AI Accelerator Chips Boost HBM3 and HBM3e to Dominate 2024 Market, Says TrendForce
Published Aug.01 2023,02:04 AM (GMT+8)
TrendForce reports that the HBM (High Bandwidth Memory) market's dominant product for 2023 is HBM2e, employed by the NVIDIA A100/A800, AMD MI200, and most CSPs' (Cloud Service Providers) self-developed accelerator chips...
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