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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Last Modified

2023-11-22

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Aperiodically

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PDF

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TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerated the deployment of digital infrastructure...

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Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

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Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

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DRAM

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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Overview

Spotlight Report

DRAM Monthly Datasheet May 2024

NAND Flash Monthly Datasheet May 2024

DRAM Contract Price Apr. 2024 (update)

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

AI Server PackageRelated Reports

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024 AI Server and HBM Market Dynamics and Forecast

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet May 2024

NAND Flash Monthly Datasheet May 2024

DRAM Contract Price Apr. 2024 (update)

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Overview

Spotlight Report

DRAM Monthly Datasheet May 2024

NAND Flash Monthly Datasheet May 2024

DRAM Contract Price Apr. 2024 (update)

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

AI Server PackageRelated Reports

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024 AI Server and HBM Market Dynamics and Forecast

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet May 2024

NAND Flash Monthly Datasheet May 2024

DRAM Contract Price Apr. 2024 (update)

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

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