TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android cam...
According to the latest research by global market intelligence firm TrendForce, entering the second half of the year, which is the traditional peak season, smartphone production in the third quarter r...
As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...
According to the latest research by global market intelligence firm TrendForce, demand remains relatively weak for end products...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs have engaged in discussions regarding insufficient procurement quantities in October...
Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...
TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 p...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...
TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...
TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...
TrendForce reports that it is now a key moment for negotiating Q4 2024 contract prices. Prices of DDR4 and LPDDR4X products, which are made with mature processes...
