TrendForce: server DRAM prices are expected to decline by about 20% and 25% in the first quarter.

CTOnews.com February 1 news, TrendForce Jibang consulting the latest report pointed out that the global economy continues to be weak, prompting North America's four major cloud service providers to revise down the number of server purchases in 2023, and the figures may continue to revise down, down from more to less Meta, Microsoft (Microsoft), Google (Google), AWS (Amazon Cloud Technology).

CTOnews.com understands that TrendForce estimates that the server procurement volume of the four vendors will decrease from the original estimated year-on-year growth of 6.9% to 4.4%, which will affect the annual growth rate of global server shipments in 2023 to 1.87%, further aggravating the imbalance between supply and demand of Server DRAM. It is estimated that the price of Server DRAM will fall by about 20%-25% in the first quarter.

Meta: The year-on-year decline in server purchases in 2023 will expand to 3.0%, and subsequent purchases may be revised downward.

Microsoft: Server procurement growth will be revised downward from 16.9% to 13.4% year-on-year in 2023, so server procurement can still maintain double-digit growth.

Google: The year-on-year growth in server purchases also converged to 5.2%.

AWS: Year-over-year growth in AWS server purchases converged to 6.2% in 2023.

▲ Source: TrendForce Jibang Consulting