Research Reports


DRAM


China's Semiconductor Development Report-1H21

2021/04/09

DRAM , NAND Flash

PDF

Amid the hustling and bustling of China's semiconductor market, punctuated by M&As and groundbreaking for new factories, the DRAM market has stood out, as numerous parties scramble to step into the field, to tape its huge potential. Since 2016, the global market has gone a long way, in both supply and demand sides, offering handsome opportunities but also posing grave challenge to newcomers, especially Chinese ones. Observers are watching closely the impact of the launch of Chinese latecomers' capacities, beginning in 2018 as scheduled, on the DRAM and NAND Flash markets. After extensive study of Chinese DRAM suppliers, TrendForce offers analysis of their potential impact on the market from various aspects.

Annual Shipment Growth in Server Exceeds 5% as Expedited by New Norm, with a Steady Rise in ODM Direct Ratio

2021/04/01

DRAM , NAND Flash

PDF

As indicated by the survey of global market intelligence firm TrendForce, the rapid changes in the international politic situation in recent years...

1Q21 Server Diamond Datasheet

2021/03/31

DRAM , NAND Flash

EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.

DRAM Market Bulletin_20210331

2021/03/31

DRAM

PDF

Most application segments of the DRAM market did not see a notable MoM change in contract prices for March with the exceptions of server DRAM and consumer (specialty) DRAM...

DRAM Contract Price Mar. 2021

2021/03/31

DRAM

PDF

TrendForce’s latest analysis of the DRAM market finds that after the lock-in deals for 1Q21 had been arranged in January...

Specialty DRAM Price Mar. 2021

2021/03/31

DRAM

PDF

As indicated by the survey of global market intelligence firm TrendForce, the unmitigated status of specialty DRAM shortage, coupling with the gradually intensifying dynamics...

Server DIMM Price Mar. 2021

2021/03/31

DRAM

PDF

The latest research from TrendForce finds that the DRAM market is now in a period of cyclical upturn. During March, DRAM buyers were eager to increase their inventories...

DRAM Longer Term Projection_1Q21

2021/03/26

DRAM

PDF

DRAMeXchange offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

DRAM Market Bulletin_20210324

2021/03/24

DRAM

PDF

The state of the contract market has not changed noticeably since the release of the previous edition of the bulletin. TrendForce maintains the projection that the overall ASP of DRAM products will...

DRAM Market Bulletin_20210317

2021/03/17

DRAM

PDF

Price negotiations for 2Q21 contracts have now entered the critical phase. The following table contains TrendForce’s projections on the QoQ changes in the ASPs of the different categories of DRAM products...