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【Market View】High-End AI Server Demand from North America’s Top Four CSPs Expected to Exceed 60% in 2024, Says TrendForce
Published Feb.27 2024,14:03 PM (GMT+8)
TrendForce’s newest projections spotlight a 2024 landscape where demand for high-end AI servers—powered by NVIDIA, AMD, or other top-tier ASIC chips...
【Market View】MLCC Shipments to Dip 7% in 1Q24 Amid Slowing Order Demand, Says TrendForce
Published Feb.19 2024,14:14 PM (GMT+8)
The global economic deceleration is taking its toll on the tech sector’s growth, with heavyweights like Intel and Texas Instruments signaling a downturn in their recent financial forecasts...
【Market View】AI’s Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications, Says TrendForce
Published Feb.05 2024,13:56 PM (GMT+8)
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds...
【Market View】Strategic Collaboration Between Intel and UMC to Optimize FinFET Foundry Market with Existing Resources, Says TrendForce
Published Jan.26 2024,16:55 PM (GMT+8)
Intel and UMC officially announced their landmark collaboration on January 25, 2024, geared toward developing the 12-nanometer process...
【Market View】Sustained Price Rally for DRAM and NAND Flash into 4Q24 Is Possible If Suppliers Prudently Control Output, Says TrendForce
Published Jan.19 2024,14:32 PM (GMT+8)
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21...
【Market View】2024 Commercialization of Copilot to Boost AI Server and AI PC Development, Says TrendForce
Published Jan.17 2024,15:11 PM (GMT+8)
TrendForce anticipates 2024 to mark a significant expansion in edge AI applications, leveraging the groundwork laid by AI servers and branching into AI PCs and other terminal devices...
【Market View】NAND Flash Contract Prices Forecast to Rise 15–20% in 1Q24 Thanks to Supplier-Led Pricing, Says TrendForce
Published Jan.09 2024,14:22 PM (GMT+8)
TrendForce research indicates that despite facing a traditional low-demand season, buyers are continuing to increase their purchases of NAND Flash products to establish safe inventory levels...
【Market View】DRAM Contract Prices Projected to Increase 13-18% in 1Q24 as Price Surge Continues, Says TrendForce
Published Jan.08 2024,15:25 PM (GMT+8)
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge...
【Market View】Earthquake Temporarily Halts Silicon Wafer, MLCC, and Semiconductor Facilitie sin Japan, Impact Expected to be Controllable, Says TrendForce
Published Jan.02 2024,18:17 PM (GMT+8)
TrendForce’s investigation into the impact of the recent strong earthquake in the Noto region of Ishikawa Prefecture, Japan, reveals that several key semiconductor-related facilities...
【Market View】Top Ten IC Design Houses Ride Wave of Seasonal Consumer Demand and Continued AI Boom to See 17.8% Increase in Quarterly Revenue in 3Q23, Says TrendForce
Published Dec.20 2023,02:20 AM (GMT+8)
TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking US$44.7 billion...
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