TrendForce's latest investigations find that DDR4 contract prices for servers and PCs are expected to rise more sharply in the second quarter of 2025 due to two key factors: major DRAM suppliers scaling back DDR4 production and buyers accelerating procurement ahead of U.S. tariff changes. As a result, server DDR4 contract prices are forecast to rise by 18-23% QoQ, while PC DDR4 prices are projected to increase by 13-18%—both surpassing earlier estimates.

TrendForce notes that DDR4 has been in the market for over a decade, and demand is increasingly shifting toward DDR5. Given the significantly higher profit margins for HBM, DDR5, and LPDDR5(X), suppliers have laid out EOL plans for DDR4, with final shipments expected by early 2026. Current EOL notifications largely target server and PC clients, while consumer DRAM (mainly DDR4) remains in production due to continued mainstream demand.

Global PC shipments grew 6.7% YoY in Q1 2025 to reach 61.4 million units, according to Counterpoint Research's preliminary data. The growth was mainly driven by PC vendors accelerating shipments ahead of US tariffs and the increasing adoption of AI-enabled PCs amid the end of Windows 10 support. However, this surge may be short-lived, as inventory levels are likely to stabilize in the next few weeks. The impact of the US tariffs is expected to dampen the growth momentum in 2025.

Apple and Lenovo delivered strong performances in the quarter, largely due to new product launches and market dynamics. Apple experienced 17% YoY growth in shipments, driven by its AI-capable M4-based MacBook series. Lenovo's 11% growth reflected its expansion into AI-enabled PCs and its diversified product portfolio. Lenovo remained the brand with the largest market share during the quarter. HP and Dell, on the other hand, benefited from the US market pull-ins during the quarter, with 6% and 4% YoY growth respectively, and maintained their second and third places in Q1. We also found that the pull-ins happened for other major brands too ahead of the tariff uncertainty, leading to the market share further consolidating around major brands.

TrendForce's latest findings reveal that U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain. Looking ahead to the second quarter, conventional DRAM prices are expected to decline by just 0-5% QoQ, while average DRAM pricing including HBM is forecast to rise by 3-8%, driven by increasing shipments of HBM3e 12hi.

PC and server DRAM prices to hold steady
In response to potential U.S. tariff hikes, major PC OEMs are requesting ODMs to increase production, accelerating DRAM depletion in their inventories. OEMs with lower inventory levels may raise procurement from suppliers in Q2 to ensure stable DRAM supply for the second half of 2025.

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $77.3 billion dollars in revenue during the last quarter of the year. This quarter showed the second highest growth rate since 2019 with a year-over-year increase of 91% in vendor revenue. Revenue generated from x86 servers increased 59.9% in 2024Q4 to $54.8 billion while Non-x86 servers increased 262.1% year over year to $22.5 billion.

Revenue for servers with an embedded GPU in the fourth quarter of 2024 grew 192.6% year-over-year and for the full year 2024, more than half of the server market revenue came from servers with an embedded GPU. NVIDIA continues dominating the server GPU space with over 90% of the total shipments with and embedded GPU in 2024Q4. The fast pace at which hyperscalers and cloud service providers have been adopting servers with embedded GPUs has fueled the server market growth which has more than doubled in size since 2020 with revenue of $235.7 billion dollars for the full year 2024.

At Embedded World Germany, Qualcomm Technologies, Inc. announced the entry into an agreement to acquire EdgeImpulse Inc., which will enhance its offering for developers and expand its leadership in AI capabilities to power AI-enabled products and services across IoT. The closing of this deal is subject to customary closing conditions. This acquisition is anticipated to complement Qualcomm Technologies' strategic approach to IoT transformation, which includes a comprehensive chipset roadmap, unified software architecture, a suite of services, developer resources, ecosystem partners, comprehensive solutions, and IoT blueprints to address diverse industry needs and challenges.

"We are thrilled about the opportunity to significantly enhance our IoT offerings with Edge Impulse's advanced AI-powered end-to-end platform that will complement our strategic approach to IoT transformation," said Nakul Duggal, group general manager, automotive, industrial and embedded IoT, and cloud computing, Qualcomm Technologies, Inc. "We anticipate that this acquisition will strengthen our leadership in AI and developer enablement, enhancing our ability to provide comprehensive technology for critical sectors such as retail, security, energy and utilities, supply chain management, and asset management. IoT opens the door for a myriad of opportunities, and success is about building real-world solutions, enabling developers and enterprises with AI capabilities to extract intelligence from data, and providing them with the tools to build the applications and services that will power the digital transformation of industries."

Taiwanese ODM Compal Electronics has secured an iF Design Award 2025 for its innovative "Infinite Laptop" concept. It features a horizontally expanding display that transforms from a standard 14-inch screen to an ultrawide 18-inch workspace. Unlike recent expandable display prototypes from Lenovo that unfold vertically, Compal's approach addresses productivity needs through horizontal expansion, potentially offering significant advantages for multi-tasking professionals and content creators. The design appears to leverage cutting-edge rollable OLED technology, with the display extending from both left and right sides of the base unit while maintaining the central viewing area above the keyboard. Award documentation suggests the concept prioritizes a balance between portability and productivity. Additional features may include LED notification indicators integrated into the laptop lid, though specific implementation details remain limited.

As an Original Design Manufacturer, Compal typically creates hardware for other brands rather than marketing products under its own name. The company has a track record of award-winning concept designs that don't always reach commercial production. This raises questions about whether the Infinite Laptop will transition from concept to consumer product. The expandable display trend represents a new frontier in laptop design, offering an alternative to traditional compromises in portable computing. While external monitors solutions have provided workarounds for screen real estate, integrated expandable displays could eliminate the need for additional peripherals while maintaining portability. Lenovo has already developed a few interesting laptop concepts, such as the ThinkBook Flip AI PC concept, which introduces an outward folding OLED display and a solar-powered laptop. To see innovation in the laptop space is very heartwarming, even if it is only a concept/prototype for now.

AMD today announced the signing of a definitive agreement to acquire ZT Systems, a leading provider of AI infrastructure for the world's largest hyperscale computing companies. The strategic transaction marks the next major step in AMD's AI strategy to deliver leadership AI training and inferencing solutions based on innovating across silicon, software and systems. ZT Systems' extensive experience designing and optimizing cloud computing solutions will also help cloud and enterprise customers significantly accelerate the deployment of AMD-powered AI infrastructure at scale. AMD has agreed to acquire ZT Systems in a cash and stock transaction valued at $4.9 billion, inclusive of a contingent payment of up to $400 million based on certain post-closing milestones. AMD expects the transaction to be accretive on a non-GAAP basis by the end of 2025.

"Our acquisition of ZT Systems is the next major step in our long-term AI strategy to deliver leadership training and inferencing solutions that can be rapidly deployed at scale across cloud and enterprise customers," said AMD Chair and CEO Dr. Lisa Su. "ZT adds world-class systems design and rack-scale solutions expertise that will significantly strengthen our data center AI systems and customer enablement capabilities. This acquisition also builds on the investments we have made to accelerate our AI hardware and software roadmaps. Combining our high-performance Instinct AI accelerator, EPYC CPU, and networking product portfolios with ZT Systems' industry-leading data center systems expertise will enable AMD to deliver end-to-end data center AI infrastructure at scale with our ecosystem of OEM and ODM partners."

Intel has officially started shipping the "0x129" microcode update for its 13th and 14th generation "Raptor Lake" and "Raptor Lake Refresh" processors. This critical update is currently being pushed to all OEM/ODM partners to address the stability issues that Intel's processors have been facing. According to Intel, this microcode update fixes "incorrect voltage requests to the processor that are causing elevated operating voltage." Intel's analysis shows that the root cause of stability problems is caused by too high voltage during operation of the processor. These increases to voltage cause degradation that increases the minimum voltage required for stable operation. Intel calls this "Vmin"—it's a theoretical construct, not an actual voltage, think "speed for an airplane required to fly". The latest 0x129 microcode patch will limit the processor's voltage to no higher than 1.55 V, which should avoid further degradation. Overclocking is still supported, enthusiasts will have to disable the eTVB setting in their BIOS to push the processor beyond the 1.55 V threshold. The company's internal testing shows that the new default settings with limited voltages with standard run-to-run variations show minimal performance impact, with only a single game (Hitman 3: Dartmoor) showing degradation. For a full statement from Intel, see the quote below.

AMD today announced the launch of AMD Embedded+, a new architectural solution that combines AMD Ryzen Embedded processors with Versal adaptive SoCs onto a single integrated board to deliver scalable and power-efficient solutions that accelerate time-to-market for original design manufacturer (ODM) partners. Validated by AMD, the Embedded+ integrated compute platform helps ODM customers reduce qualification and build times for faster time-to-market without needing to expend additional hardware and R&D resources. ODM integration using Embedded+ architecture enables the use of a common software platform to develop designs with low power, small form factors, and long lifecycles for medical, industrial, and automotive applications.

"In automated systems, sensor data has diminishing value with time and must operate on the freshest information possible to enable the lowest latency, deterministic response," said Chetan Khona, senior director of Industrial, Vision, Healthcare and Sciences Markets, AMD. "In industrial and medical applications, many decisions need to happen in milliseconds. Embedded+ maximizes the value of partner and customer data, with energy efficiency and performant computing that enables them to focus in turn on addressing their customer and market needs."