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【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...
【Market View】MLCC Suppliers Thrive as Traditional Peak Season Orders, Internet Infrastructure, AI Demand, and Preparations for the Latest iPhone Model Bolster Operations, Says TrendForce
Published Jul.13 2023,17:07 PM (GMT+8)
In the third quarter of this year, as global inflation gradually cools down, market inventories appear to be heading toward stability, driving ODMs to resume their conventional procurement rhythm...
【Market View】Intel Temporarily Suspends Shipments of Sapphire Rapids MCC, Impact on Q2 Shipments Limited, Says TrendForce
Published Jul.10 2023,14:42 PM (GMT+8)
Intel has recently discovered bugs in its Sapphire Rapids (SPR) Xeon Server CPU, which began mass production in 1Q23. In response...
【Market View】ASP of NAND Flash to Continue Falling 3~8% in 3Q23, Only Wafer Prices to Increase, Says TrendForce
Published Jul.06 2023,17:18 PM (GMT+8)
TrendForce reports that OEMs have continued making concerted efforts to scale back production. However, given that the trajectory of market demand is still unclear...
【Market View】Despite Export Ban on Equipment, China's Semiconductor Expansion in Mature Processes Remains Strong, Says TrendForce
Published Jul.05 2023,17:00 PM (GMT+8)
On June 30th, the Netherlands introduced new export restrictions on advanced semiconductor manufacturing equipment. Despite facing export controls from the US, Japan, and the Netherlands...
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