Demand Shift

DRAM Contract Price Jul. 2025

Jul 31, 2025 | PDF

PC DRAM contract prices rose this quarter, with DDR4 increasing more than DDR5. Tight supply, strong Nanya output, and overall price consolidation are observed, with DDR4 showing higher prices on lowe...

Server DIMM Price Jul. 2025

Jul 31, 2025 | PDF

Server module prices rise as CSPs drive demand; DDR4 faces tight supply and price hikes, DDR5 prices lifted by high-capacity modules. However, demand growth is expected to slow in 2026, leading to a p...

Server Market Bulletin - Jul. 24, 2025

Jul 24, 2025 | PDF

US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.

Server Market Bulletin - Jul. 10, 2025

Jul 10, 2025 | PDF

This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPU...

Server DIMM Price Jun. 2025

Jun 30, 2025 | PDF

DDR4 prices rise due to EOL effects and buying demand, focusing on certain players. DDR5 sees slight growth from CSP order returns with steady pricing. AMD's server market penetration grows, bene...

Server Market Bulletin - Jun. 26, 2025

Jun 26, 2025 | PDF

North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI ser...

Server Market Bulletin - Jun. 12, 2025

Jun 12, 2025 | PDF

Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs ca...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Apr 07, 2025 | PDF

"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product out...

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

Apr 18, 2023 | PDF

Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

Apr 18, 2023 | PDF

Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

North American CSPs Maintain Stable Level of Server Procurement Demand, but One Has Started to Adjust Its Component Orders That Have Long Lead Time

Jul 14, 2022 | PDF

Global market intelligence firm TrendForce reports that moving into 3Q22, the server supply chain has started to stabilize as the supply situations of certain components...

Ongoing Threat of COVID-19 Outbreaks Could Lead to Further Downward Correction in Smartphone Production Figure for 2H21

Jul 16, 2021 | PDF

Manufacturing industries in Vietnam experienced relatively mild impact from the COVID-19 pandemic last year due to effective disease-controlling measures...

Market Status May See Improvement since 2Q21 with Recovered DRAM Demand in 2021

Jul 15, 2020 | PDF

According to the survey of global market intelligence firm TrendForce, the COVID-19 pandemic that broke out since the beginning of the year has impacted the global demand...