We estimate global hyperscale server sales will grow 7.6% QoQ in 2Q20 based on Aspeed’s sales from February to April. PC DRAM contract prices rose 12% MoM in April as increasing numbers of the world’s ...
Aspeed, key leading indicator of server demand, saw a 26.7% MoM increase in sales in July, a monthly record. July NAND contract prices up 1.5% MoM for a 64Gb MLC wafers, 7.2% MoM for 128Gb MLC wafers, ...
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