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#MarketCommentary
Although x86 solutions currently remain the mainstream in the oligopolistic server market, IBM enjoys an advantage in certain niche areas due to superior stability and system virtualization performances despite lagging in terms of software support and pricing.
In addition, IBM server solutions are relatively dependent on professional teams for hardware expansion. In view of these aforementioned drawbacks, most enterprises’ adoption rates of x86 servers still remain high.
#MarketCommentary
While the semiconductor industry’s production capacities will likely remain in shortage throughout 2022, the vast majority of newly installed capacities will be unavailable for production until late 2022 or early 2023 due to long equipment lead times.
Foundries will therefore raise their prices in 2022 in order to ensure that their capacity expansion investments are cost effective. TrendForce forecasts an approximately 10% increase in most foundries’ ASP for 2022.
#MarketCommentary
Samsung unveiled some exciting evolutions that can deliver meaningful improvements in memory tech efficiency. TrendForce believes DDR5 DRAM, to be deployed across notebooks and servers in 2022, will reshape the market and account for 10-15% of DRAM bit supply next year.
A collection of daily and weekly commentary and analysis of the equity and bond markets from Wells Fargo Investment Institute and Wells Fargo Advisors. ... <看更多>
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