Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree

AI servers may be the backbone of today’s tech boom, but global shipment growth forecasts are slipping thanks to geopolitical headaches and tariff threats.

Old kit gets dearer as production pivots to high-end memory

DRAM prices are surging as major memory makers pull production from legacy tech to focus on high-end and AI-driven products, according to beancounters at TrendForce.

Half of this went to Nvidia

The semiconductor industry in 2024 was an all-you-can-eat buffet for AI chipmakers, with the top ten fabless firms raking in a cool $249.8 billion—nearly half of which was trousered by Nvidia.

Chipmakers to make production cuts

Due to oversupply, NAND flash prices are expected to fall faster than a team of free-falling parachuting elephants who have forgotten to pack a key ingredient of their act.

Increased production decreased demand

According to a new report by the divination team of TrendForce analysts, client SSD prices are predicted to fall by 5-10 percent in the fourth quarter of 2024.

Will require 30,000 Nvidia graphics cards

TrendForce estimates that OpenAI's ChatGPT will eventually need over 30,000 Nvidia graphics cards.

Inflation

Researchers at TrendForce recently surveyed the DRAM marketplace and found that inventory has seen a drop in consumer demand due to inflation, and the current war between Russia and Ukraine.

Drop in market share expected

Taiwanese market research institute TrendForce claims that Samsung's foundry business will lose market share in 2022.

Trendfoce says that there is a decrease in remote work

A global deceleration of laptop sales is being linked in a new report from market research firm Trendforce to increasing vaccination rates and a corresponding decrease in remote work and remote learning.

Lastest TrendForce report

Beancounters at TrendForce have added up some numbers and reached the conclusion that PC DRAM prices set to fall.