This week’s Bulletin provides an update on the respective markets of global CSPs and corresponding enterprises OEMs, and renews the annual outlook of server demand...
Besides the mainstream product segments of the DRAM market, TrendForce’s research now encompasses specialty (consumer) DRAM products as well. Analyses in this area pertain to product development plans and production outputs of suppliers, price trends, etc.
As indicated by the survey of global market intelligence firm TrendForce, the gradual return to a relatively healthy and low level of inventory among smartphone brands...
As indicated by the survey of global market intelligence firm TrendForce, an apparent divergence was seen from prices of the server DRAM market in April...
The US government recently announced the implementation of hefty reciprocal tariffs on multiple countries starting from April 9th. However, less than 24 hours after the policy took effect, President Trump suddenly announced a 90-day postponement of the implementation, maintaining only a 10% base tariff. Notably, tariffs on China were increased progressively to 145%, dramatically escalating the US-China trade dispute. Just as the grace period took effect...