Research Reports


DRAM


DDR5 Prices Could Undergo Revisions in 2H24 as Existing Demand Bit Fell Below Suppliers’ Expectations

2024/03/12

DRAM , AI Server/HBM/Server

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As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...

Mobile DRAM Industry Analysis-1Q24

2024/03/12

DRAM , Smartphones

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Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...

DRAM Industry Analysis-1Q24

2024/03/12

DRAM

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Global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23. Besides an upswing in procurement demand...

Server DRAM Industry Analysis-1Q24

2024/03/11

DRAM , AI Server/HBM/Server

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The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

Server Market Bulletin_20240307

2024/03/07

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

DRAM Market Bulletin_20240306

2024/03/06

DRAM

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Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM , NAND Flash , AI Server/HBM/Server

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According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...

Server Market Report_1Q24

2024/03/05

DRAM , AI Server/HBM/Server

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Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024
Analysis of the Global Server Market
Server Suppliers’ Strategies and Recent Activities
Key Orientations of Server Market
TRI’s View

Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

2024/03/04

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...

Global Mobile DRAM Revenue Rose by Nearly 40% QoQ for 4Q23 as Price Hikes and Sales Growth Boosted Suppliers’ Performances

2024/03/01

DRAM

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Global market intelligence firm TrendForce reports that DRAM bit shipments registered a double-digit QoQ growth rate for 4Q23 due to factors such as smartphone brands ramping up device production...