TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenThe US-China Trade War Rages On: DRAM Price Decline 3Q to Widen to 15%, Says TrendForcehttps://press.trendforce.com/node/view/3256.htmlDRAMeXchange, a division of TrendForce, points out that, as ripples from the US ban continue to spread, Huawei's shipments of smartphone and server products are feared to face heavy obstacles for the next two to three quarters , impacting peak-season-demand for DRAM products 2H and the time of price precipitation. TrendForce officially adjusts its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15%.DRAMThu, 06 Jun 2019 06:10:00 +00003256 at http://www.trendforce.comCompuforum 2019: The Big Future of Data Economics—TrendForce Takeawayshttps://press.trendforce.com/node/view/3252.htmlThe iconic, annual conference hosted by global market research institute TrendForce is held today (31) in the VIP Room on the 4th floor of the Taipei International Convention Center: Compuforum 2019: The Big Future of Data Economics. Western Digital, Intel, Bigtera (subsidiary of Silicon Motion), DELL and other giants have been invited to the conference to focus on the development of storage solutions and emerging business opportunities in an era dominated by data economics and transformed by cloud. Senior Research Director Avril Wu and Senior Analyst Mark Liu at DRAMeXchange, a division of TrendForce, also provide developmental insights into the DRAM industry of today, and dive deep into the upgrade trends characteristic of next-generation memories, servers and datacenters. And needless to say, seats were full and responses enthusiastic.StorageFri, 31 May 2019 05:37:00 +00003252 at http://www.trendforce.comDRAM Quotes Continue to Fall in 2Q, Further Compressing Suppliers' Profits, Says TrendForcehttps://press.trendforce.com/node/view/3250.htmlAccording to the latest investigations by DRAMeXchange, a division of TrendForce, DRAM prices have faced mounting pressure to trend down in 1Q, the traditional offseason. Not only was this due to the production capacities added in 2H18, which found full expression in 1Q, but also a compressed procurement momentum by a demand side busy clearing out their own inventories. This caused a pronounced double-decline effect: Both DRAM prices and volume fell in 1Q, causing overall production revenue to drop by 28.6 % QoQ.DRAMTue, 28 May 2019 05:40:00 +00003250 at http://www.trendforce.comNext-generation Memories Have a Chance to Penetrate into the Market 2020, and Datacenters and Other Special Fields Are the First to Use Them, Says TrendForcehttps://press.trendforce.com/node/view/3246.htmlWhether DRAM or NAND Flash, current memory solutions are straining the physical limits of production processes, meaning it is becoming more and more difficult to keep on raising performance and lowering costs. Therefore, there has been much discussion revolving around Intel Optane and other next-generation memories in recent years, in hopes of discovering new solutions while keeping modifications to the current platform to a minimum or even leaving it completely untouched. DRAMeXchange , a division of TrendForce , holds that next-generation memories and current solutions have their respective pros and cons, with prices forming the most critical areas of opportunity.DRAMMon, 20 May 2019 05:18:00 +00003246 at http://www.trendforce.comYMTC to Mass Produce 64-layer 3D NAND Products By This Year End, Feared to Impact NAND Flash Prices Upon Expansion 2020, Says TrendForcehttps://press.trendforce.com/node/view/3242.htmlDue to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, a division of TrendForce, Yangtze Memory Technologies (YMTC), which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled. YMTC's capacity expansion in 2020 is projected to impact supply and prices in the global NAND flash market.SemiconductorsTue, 14 May 2019 01:31:00 +00003242 at http://www.trendforce.com512GB SSDs' Price-per-GB Estimated to Fall Below US$0.1 and Hit an All-time Low This Year End, Says TrendForcehttps://press.trendforce.com/node/view/3238.htmlAccording to research by DRAMeXchange , a division of TrendForce , the NAND flash industry this year is clearly exhibiting signs of oversupply, and SSD suppliers have gotten themselves into a price war, causing SSD prices for PC OEMs to take a dive. Average contract prices for 512GB and 1TB SSDs have a chance to plunge below US$0.1 per GB by the end of this year, hitting an all-time low. This change will cause 512GB SSDs to replace their 128GB counterparts and become market mainstream, second only to 256GB SSDs. We may also look forward to PCIe SSDs achieving 50% market penetration, since PCIe SSDs and SATA SSDS are nearly identical in price.DRAMWed, 08 May 2019 05:34:00 +00003238 at http://www.trendforce.comWith Inventories Yet to Fully Clear, DRAM ASP Poised to Continue Descent into the Second Half-Year, Says TrendForcehttps://press.trendforce.com/node/view/3224.htmlDRAMeXchange, a division of TrendForce, points out that the drop in DRAM contract prices continues to grow in the first quarter due to the overabundance in inventory levels, falling by over 20% in overall ASP. The accelerating drop in prices did not stimulate a recovery in demand, and transactions have still been few. DRAM ASP is predicted to continue falling well into the third quarter as inventories clearouts have yet to be completed.DRAMMon, 25 Mar 2019 05:12:00 +00003224 at http://www.trendforce.comDrops in 2Q NAND Flash Contract Prices Shrink Slightly Thanks to Demand Recovery and Production Capacity Adjustments, Says TrendForcehttps://press.trendforce.com/node/view/3223.htmlDRAMeXchange , a division of TrendForce , points out that 1Q19 contract prices across all NAND Flash product categories were impacted by a weak server demand, an extended smartphone replacement cycle, less-than-expected sales for Apple's new phones and other end demand disappointments. Combined with the quarter fall, this quarter presents a drop of 20%, the most dramatic drop since NAND Flash supply surpassed demand back in early 2018.SemiconductorsWed, 20 Mar 2019 05:26:00 +00003223 at http://www.trendforce.comFirst Quarter DRAM Contract Prices See a Rare, Large Down-Correction, Resulting in the Sharpest Decline Since 2011, Says TrendForcehttps://press.trendforce.com/node/view/3217.htmlThe latest analysis of the PC DRAM market from DRAMeXchange, a division of TrendForce, finds that most contracts are now monthly deals rather than quarterly deals, with February even seeing a most unusual, large down-correction in prices. The current quarterly decline dropped from the originally projected 25% to nearly 30%, resulting in the sharpest decline in a single season since 2011.DRAMTue, 05 Mar 2019 01:55:00 +00003217 at http://www.trendforce.comDRAM Revenue Took a Turn for the Worse in 4Q18; Suppliers Declining in Profitability, Says TrendForcehttps://press.trendforce.com/node/view/3214.htmlInvestigations by DRAMeXchange, a division of TrendForce, show that DRAM quotes have taken a turn for the worse in 4Q18, causing the total revenue in the DRAM industry to fall. Due to high inventory levels on the demand end, purchases have become few and little, in turn causing a sales bit decline QoQ for most DRAM vendors. Under this double decline of both quantity and price, the global DRAM revenue fell by 18.3% QoQ in 4Q18.DRAMMon, 25 Feb 2019 06:06:00 +00003214 at http://www.trendforce.com