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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.

CSPs to Expand into Edge AI, Driving Average NB DRAM Capacity Growth by at Least 7% in 2025

06/26/2024 | TrendForce
TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers, which are crucial for LLM and AI modeling.

Foxconn Announces Q1 2024 Financial Results

05/14/2024 | Foxconn Electronics
In the January-March quarter revenue hit NT$1.324 trillion, with key profit margins all improving. Earnings per share for the first three months of 2024 reached NT$1.59.

Micron First to Ship Critical Memory for AI Data Centers

05/01/2024 | Micron
Micron Technology, Inc. announced it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory in speeds up to 5,600 MT/s on all leading server platforms.

Foxconn Announces FY2023 & 4Q23 Financial Results

03/18/2024 | Foxconn
Hon Hai Technology Group (Foxconn) announced its full year and fourth quarter 2023 financial results.
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