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Wednesday 15 September 2021
Memory module houses gearing up shipments for new DDR5 products
Memory module houses are gearing up for the upcoming rollouts of new-generation PC products supporting DDR5 memory, while slowing down their purchases of DDR4 chips, according to...
Tuesday 14 September 2021
Chinese cloud operator demand sees little impact from new government restrictions
Despite the Chinese government's stricter control over the domestic IT industry, China's cloud computing server demand has not been impacted much so far, but will still need to be...
Tuesday 14 September 2021
Server ODMs expect strong 2022
Server ODMs including Quanta Computer, Wiwynn, Mitac Computing Technology and Inventec are all optimistic about their shipments in 2022.
Monday 13 September 2021
Intel offering competitive prices to maintain server market leadership
Intel, facing AMD's fierce competition in the server market, is offering more competitive pricing for its server CPUs, with many cloud computing datacenter operators who have begun...
Friday 10 September 2021
Unimicron reports record August revenue
IC substrate and PCB maker Unimicron Technology enjoyed another month of record-high revenue in August, driven by robust orders and rising ASPs.
Thursday 9 September 2021
Wistron, Inventec enjoy shipment growth in August but may post disappointing performance in 3Q21
Notebook ODMs such as Wistron and Inventec may experience lower-than-expected shipments in the third quarter of 2021, due mainly to the ongoing IC shortages disrupting their deliveries,...
Wednesday 8 September 2021
Server orders to remain robust in 2H21
Server demand is expected to stay strong throughout the second half of 2021, thanks to robust demand for datacenter servers and increasing orders for servers from traditional enterprises,...
Tuesday 7 September 2021
Stable demand for server apps may sustain DRAM price growth
Demand for server and datacenter applications has been stable and may help sustain DRAM price growth in the fourth quarter of this year, according to industry sources.
Tuesday 24 August 2021
YMTC sees low yield rates for 128-layer 3D NAND flash
China's Yangtze Memory Technologies (YMTC) continues to suffer from low yield rates for 128-layer 3D NAND flash manufacturing, which are estimated at only 30-40%, according to market...
Monday 23 August 2021
NAND flash market to regain balance in 2022, says Silicon Motion president
The global NAND flash memory market is expected to reach the balance of supply and demand in 2022, when the overall bit supply growth is expected to stay at about 30%, according to...
Wednesday 18 August 2021
HDI PCB makers see orders surge for mainstream and niche applications
Taiwan-based HDI PCB manufacturers have seen orders surge significantly on seasonality for the mainstream handset, notebook, and other mass-market consumer applications, according...
Monday 16 August 2021
Server DRAM prices to rise by 5-10% in 3Q21, says TrendForce
Server DRAM prices are expected to rise 5-10% sequentially in the third quarter of 2021, according to TrendForce.
Thursday 12 August 2021
PCB maker GCE sees clear order visibility throughout 2021
Taiwan-based Gold Circuit Electronics (GCE), which specializes in high-end PCBs for servers, notebooks and networking applications, has disclosed order visibility is clear through...
Wednesday 11 August 2021
Inventec approves investment for server plant expansion in Mexico
Inventec's board of directors has approved a plan to build new production lines for servers in Mexico for an amount not exceeding US$75.9 million.
Wednesday 11 August 2021
IC shortages to continue impacting 3Q21 server shipments, says Digitimes Research
Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages...