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【Market View】Buyers Focus on Inventory Reduction; Slowing Demand Growth Constrains Q4 Memory Price Increases, Says TrendForce
Published Oct.09 2024,17:04 PM (GMT+8)
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand...
【Market View】ODMs Slow Stocking; 4Q24 MLCC Shipments Expected to Decline by 3.6%, Says TrendForce
Published Oct.08 2024,15:40 PM (GMT+8)
TrendForce’s latest findings show that recent economic data points to a steady cooling of inflation in the US market...
【Market View】HBM3e 12-Hi Faces Yield Learning Curve and Customer Validation Challenges; 2025 HBM Supply Outlook Remains Uncertain, Says TrendForce
Published Sep.30 2024,15:47 PM (GMT+8)
Concerns over a potential HBM oversupply in 2025 have been growing in the market. TrendForce’s Senior Vice President of Research...
【Market View】NVIDIA Blackwell Platform and ASIC Chip Upgrades to Boost Liquid Cooling Penetration to Over 20% in 2025, Says TrendForce
Published Sep.23 2024,15:30 PM (GMT+8)
TrendForce’s latest reports reveal that the launch of NVIDIA’s Blackwell platform, expected in 4Q24, is set to significantly drive the adoption of liquid cooling solutions...
【Market View】AI Deployment and Supply Chain Recovery from High Inventory Levels to Drive a 20% Annual Growth in Wafer Foundry Market Value by 2025, Says TrendForce
Published Sep.19 2024,14:13 PM (GMT+8)
TrendForce posits that the wafer foundry market is expected to see a recovery in 2025, with an estimated annual growth of 20%—up from 16% in 2024...
【Market View】AI Demand Drives Enterprise SSD Contract Prices Up by 25% in Q2 and Boosts Supplier Revenues by Over 50%, Says TrendForce
Published Sep.13 2024,02:49 AM (GMT+8)
TrendForce's latest reports reveal that the second quarter of 2024 saw a significant increase in demand for enterprise SSDs due to the increased deployment of NVIDIA GPU platforms...
【Market View】NAND Flash Shipments Growth Slows in 2Q24, Revenue Up 14% Driven by AI SSD Demand, Says TrendForce
Published Sep.09 2024,03:30 AM (GMT+8)
TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products...
【Market View】iPhone 16 Series to Feature A18 Processor, Pricing May Match iPhone 15, Says TrendForce
Published Sep.06 2024,13:37 PM (GMT+8)
TrendForce reports that Apple's upcoming iPhone 16 series will be powered by the new A18 and A18 Pro processors...
【Market View】Global Smartphone Production Sees Slight Rebound in 3Q24 but Faces a 5% YoY Decline, Says TrendForce
Published Sep.04 2024,02:22 AM (GMT+8)
TrendForce reports that global smartphone production experienced a 3% quarterly dip, totaling 286 million units in 2Q24. The drop was largely attributed to the conclusion of new model releases for several brands and inventory adjustments...
【Market View】NVIDIA’s Data Center Business Fuels Explosive Growth in FY2Q25 Revenue; H200 Set to Dominate AI Server Market from 2H24, Says TrendForce
Published Sep.03 2024,16:44 PM (GMT+8)
rendForce’s latest findings show that NVIDIA’s data center business is driving a remarkable surge in the company’s revenue, which more than doubled in the second quarter...
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