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Upstream Supply Chain Replenishment and Increased Demand Drive Global Server Shipment Growth by 4–5% in Q3

07/01/2024 | TrendForce
TrendForce reveals that although the overall environment this year has been impacted by AI budget constraints—leading to slower-than-expected growth for general—recent procurement strength for related components such as BMCs and new CPUs indicates an improving trend for new server platforms among OEMs and CSPs.

Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue as SMIC Climbed to 3rd Spot

06/12/2024 | TrendForce
As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for the consumer end, where the sporadic appearance of urgent orders within the supply chain were mostly replenishment of inventory among individual clients, and exhibited sluggishness in momentum on the whole.

Growing Demand for High-Capacity Storage Propels Enterprise SSD Revenue Up by Over 60% in 1Q24

05/31/2024 | TrendForce
TrendForce reports that a reduction in supplier production has led to unmet demand for high-capacity orders since 4Q23. Combined with procurement strategies aimed at building low-cost inventory, this has driven orders and significantly boosted enterprise SSD revenue, which reached US$3.758 billion in 1Q24—a staggering 62.9% QoQ increase. 

NAND Flash Industry Revenue Grew 28.1% in 1Q24, Growth Expected to Continue into Q2

05/29/2024 | TrendForce
TrendForce reports that adoption of enterprise SSDs by AI servers began in February, which subsequently led to large orders. Additionally, PC and smartphone customers have been increasing their inventory levels to manage rising prices.

MLCC Shipments Expected to Increase by 6.8% in Q2 Thanks to Strong AI Server Demand

05/28/2024 | TrendForce
TrendForce reports that MLCC shipments in 1Q24 are expected to reach a three-quarter low. In the second quarter, demand for AI servers continued to grow steadily, while orders for other consumer electronics have fallen short of expectations due to traditional seasonal demand and preparations for China’s May Day holiday and the 618 shopping festival.
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