TrendForce reports that a recovery in demand for general servers—coupled with an increased production share of HBM by DRAM suppliers—has led suppliers to maintain their stance on hiking prices. As...
The recent surge in prices due to the demand for artificial intelligence (AI) has spread from solid state drives (SSDs) for servers to server DRAM. As new prod
The recent rapid downturn in the black market prices of AI servers equipped with NVIDIA's highest-tier AI chip, the H100, in China, has attracted atte...
indicative of continued robust AI server demand and improving... its past 3-year median premium of 160%,” they added.... As such, they now predict sequential Data Center growth of 10%, 17...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of server DRAM are still underway right now as market participants have yet to reach...
Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...
Contract prices for server DRAM memory are expected to hit bottom between the fourth quarter of 2022 and first-quarter 2023 and then start recovering, according to industry sources.
A strong growth in AI server shipments has driven demand for high bandwidth memory (HBM). TrendForce reports that the top three HBM suppliers in 2022 were SK hynix, Samsung, and Micron, with 50%, 40%, and 10% market share, respectively. Furthermore, the specifications of high-end AI GPUs designed for deep learning have led to HBM product iteration. To prepare for the launch of NVIDIA H100 and AMD MI300 in 2H23, all three major suppliers are planning for the mass production of HBM3 products. At present, SK hynix is the only supplier that mass pr ...
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Dell EMC secured the top spot in the worldwide server market based on revenue in the fourth quarter of 2018, with 20.2% market share. It was followed by Hewlett Packard Enterprise (HPE), which accounted for 17.7% of the market. Huawei experienced the strongest growth in the quarter, growing by 45.9%. Adrian O’Connell, senior research director at Gartner, said: “Although these levels of growth were positive, a large part of the revenue increase was due to higher component costs – which led ...