Research Reports


DRAM


Server Market Bulletin_20230921

2023/09/21

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...

DRAM Market Bulletin_20230913

2023/09/13

DRAM

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Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...

Server Market Report_3Q23

2023/09/13

DRAM , AI Server/HBM/Server

 PDF

Trends in Global and Chinese Server Markets
Rise of AIGC-Related Applications Is Driving Demand for AI Servers
Key Trends in Server Market for 2H23
TRI’s View

Server Market Bulletin_20230907

2023/09/07

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...

DRAM Market Bulletin_20230906

2023/09/06

DRAM

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As mentioned earlier, the pace of transactions in the server DRAM segment has been relatively slow due to a lack of consensus on prices between buyers and suppliers...

Server DRAM Industry Analysis-3Q23

2023/09/05

DRAM , AI Server/HBM/Server

 PDF

TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...

Mobile DRAM Industry Analysis-3Q23

2023/09/05

DRAM , Smartphones

 PDF

Regional smartphone markets all experienced declines during 1H23, resulting in a YoY drop of around 13% in global smartphone production for the period...

DRAM Industry Analysis-3Q23

2023/09/05

DRAM

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The DRAM industry generated US$11.428 billion of revenue in 2Q23 at a QoQ growth of 20.4%, and managed to climb back after terminating the declination that lasted three consecutive quarters...

Total Server DRAM Revenue for 2Q23 Showed QoQ Increase of 10.9% and YoY Decline of 71.6% as Suppliers Slashed Prices to Gain Market Share

2023/09/04

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the total server DRAM revenue for 2Q23 came to US$2.664 billion, showing a QoQ increase of...

iPhone 15 Pro Max, Exclusively Adopted with Periscope Lens, Could Seize Nearly 40% of Production for New Models

2023/09/01

DRAM , Smartphones

 PDF

As indicated by the survey of global market intelligence firm TrendForce, Apple is slated to announce four new iPhones in mid-September, including the regular iPhone 15 and iPhone 15 Plus...