TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a...
TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by...
TrendForce forecasts a continued slump in the NAND Flash market in 2025, driven by weak demand and oversupply, leading to price declines. To stabilize the market, Micron has initiated production cuts,...
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...
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...
TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppl...
TrendForce reports that the NAND Flash industry revenue grew by just 4.8% QoQ in 3Q24, as strong enterprise SSD demand drove significant price increases, but consumer storage demand remained weak. The...
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...
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 indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...
TrendForce indicates that while Samsung, SK Hynix, and Micron have all sampled HBM3e 12hi products, challenges remain in yield ramp-up and qualification, leaving uncertainty over the risk of HBM overs...
According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...
1. Overview of Global Memory Supply 2. Analysis of Mobile Memory Demand 3. Overview of the Smartphone Market 4. TRI’s View
1. Supply-side Outlook: Server DRAM and CPUs 2. Demand-side Outlook: Server Brands and CSPs 3. Server DRAM Price Trends 4. TRI's View
According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...
