DRAM

Specialty DRAM Price May 2023

May 31, 2023 | PDF

According to global market intelligence firm TrendForce, the sequential decline in consumer DRAM prices from 2H22 to the present has surpassed 50%...

Server DIMM Price May 2023

May 31, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to fully obtain a market consensus despite having entered mid-2Q23...

Suppliers to Safeguard Bottom Prices; Contract Prices for Partial NAND Flash Wafers Could Rise in Chinese Market in June

May 30, 2023 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on...

Dynamics of AI Server Market

May 26, 2023 | PDF

1. Forecast on Global Server Market 2. Development Dynamics of AI Server Applications 3. Major Chip Suppliers and Shipment Ratio of AI Servers 4. Global Shipment and Estimated Ratio Changes of A...

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease

May 25, 2023 | PDF

According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...

Global NAND Flash Revenue for 1Q23 Showed QoQ Decline of 16.1% as Falling Demand Offset Effect of Suppliers’ Production Cuts

May 25, 2023 | PDF

According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

DRAM Market Bulletin_20230524

May 24, 2023 | PDF

For a significant number of contract negotiations, buyers and sellers have yet to reach agreements on price and quantity...

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion

May 18, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...

Post-COVID Stagnancy in Total New Smartphone Production as Emerging Refurbished Market Carves Up Shares of New Models

May 17, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, Apple’s release of first iPhone back in 2007 marked the beginning of the smartphone era for the handset market...

DRAM Market Bulletin_20230517

May 17, 2023 | PDF

Continuing from last week, the magnitude of the decline in 2Q23 contract prices continues to grow. The downtrend is especially significant for PC DRAM and server DRAM...

Global Server Market Continues to Lower Shipment Outlook as CSPs Revise Purchase Plans for 2023

May 12, 2023 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, server ODMs have started stocktaking and discussing inventory reduction on a monthly basis from the pressure accumulate...

DRAM Market Bulletin_20230510

May 10, 2023 | PDF

Negotiations are currently ongoing for a significant portion of 2Q23 DRAM contracts. In fact, prices have not been finalized for more than 50% of orders...

Demand Continues to Weaken with Annual Server Shipment Projection Undergoing Downward Corrections

May 03, 2023 | PDF

Global market intelligence firm TrendForce reports that it is now near the end of April, and prices have been finalized for a portion of DRAM and NAND Flash contracts for 2Q23...