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#NEWS
Contract prices of enterprise SSDs for 3Q21 are expected to maintain an upward trajectory on account of high demand and tight foundry capacities. The fourth quarter, however, may tell a different story. #TrendForce explains.
#NEWS
TrendForce expects demand for server DRAM to ramp up in 2Q21 and persist through 3Q21. Server DRAM contract prices are expected to increase by 40% this year.
【Market Commentary】#Intel and #AMD will both ramp up its next generation new platform in 1Q-2Q21. There’s no big difference between Ice Lake and Milan’s spec.
AMD has made big progress in #server while it’s still hard for AMD to beat Intel owing to the ecosystem. Intel’s penetration into 10nm process also lowers the threat from AMD.
In the next 3 years, we think AMD will likely see market share gains but it still has weak product portfolio to cater to #5G demand in longer term.
