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Rising Inventories and Weak Seasonal Demand May Push 1Q25 NAND Flash Prices Down by Over 10%

01/01/2025 | TrendForce
TrendForce’s latest investigations reveal that NAND Flash suppliers are expected to face mounting inventory levels and deteriorating demand for orders in 1Q25, with average contract prices forecast to decline by a QoQ of 10-15%.

2025 Will See Significant Growth in AI Spending, But Gen AI Will Not Create Expected Value

12/31/2024 | ABI Research
As 2025 kicks off, predictions abound on the technology innovations expected in the year ahead. In its new whitepaper, 101 Technology Trends That Will—and Won’t—Shape 2025, analysts from global technology intelligence firm ABI Research.

Enterprise SSD Market Sees Strong 3Q24 Growth, Revenue Soars 28.6% on Surging Demand for High-Capacity Models

12/11/2024 | TrendForce
TrendForce’s latest investigations found that the enterprise SSD market experienced significant growth in 3Q24, driven by robust demand from AI-related applications.

Enterprise SSD Demand Soars While Consumer Orders Lag, Driving 3Q24 NAND Flash Revenue Up 4.8%

11/29/2024 | TrendForce
TrendForce’s latest findings have shown that the NAND Flash industry recorded a 2% QoQ decline in bit shipments in 3Q24, but a 7% rise in ASP boosted overall revenue to US$17.6 billion—making a 4.8% QoQ increase.

IBM Expands its AI Accelerator Offerings; Announces Collaboration with AMD

11/18/2024 | IBM
IBM and AMD have announced a collaboration to deploy AMD Instinct MI300X accelerators as a service on IBM Cloud. This offering, which is expected to be available in the first half of 2025, aims to enhance performance and power efficiency for Gen AI models such as and high-performance computing (HPC) applications for enterprise clients.
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