DRAM

Mobile DRAM Industry Analysis－1Q24

Mar 12, 2024 | PDF

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

Mar 12, 2024 | PDF

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

Mar 11, 2024 | PDF

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

DRAM Market Bulletin_20240306

Mar 06, 2024 | PDF

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

Mar 05, 2024 | PDF

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...

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

Mar 04, 2024 | PDF

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

Mar 01, 2024 | PDF

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...

Global Smartphone Production Rose by 12.1% YoY to 337 Million Units for 4Q23 as Brands Raised Production Targets to Drive Sales in Year-end Peak Season and Capture More Market Share

Feb 29, 2024 | PDF

According to market intelligence firm TrendForce, global smartphone production during 2023 reflected a situation where the wider economy was affected by another downturn...

Smartphone Market Bulletin_20240229

Feb 29, 2024 | PDF

The preliminary definition of an “AI smartphone” is a smartphone that have on-device AI computing capabilities without the need for internet connection, thus ensuring certain advantages such as user p...

DRAM Contract Price Feb. 2024

Feb 29, 2024 | PDF

Global market intelligence firm TrendForce reports that PC DRAM contact prices were mostly flat in February because PC OEMs had already accept price hikes and finished arranging their quarterly contra...

Specialty DRAM Price Feb. 2024

Feb 29, 2024 | PDF

Global market intelligence firm TrendForce reports that contract prices of mainstream consumer DRAM contract prices showed MoM hikes of nearly 10% for January...

Server DIMM Price Feb. 2024

Feb 29, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...

DRAM Revenue Rose by Nearly 30% for 4Q23 Thanks to Rebounding Procurement Demand and a Rally in Overall ASP

Feb 26, 2024 | PDF

Global market intelligence firm TrendForce reports that global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23...

DRAM Market Bulletin_20240221

Feb 21, 2024 | PDF

Following the end of the Lunar New Year holiday, DRAM suppliers and buyers have yet to resume negotiations for 1Q24 contracts...

DRAM Market Bulletin_20240207

Feb 07, 2024 | PDF

Trading activities have been scarce in the DRAM contract market for the past week, and the lack of transactions has been especially noticeable in the server DRAM and mobile DRAM segments...