Research Reports


DRAM


Server Market Bulletin - Jun. 12, 2025

2025/06/12

DRAM , AI Server/HBM/Server

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Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.

DRAM Market Bulletin - Jun. 11, 2025

2025/06/11

DRAM

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DRAM contract prices keep rising. DDR5 and LPDDR5x remain stable, but DDR4 jumps amid supply strain and may stabilize. CXMT expands capacity, but future progress hinges on equipment and policy.

Mobile DRAM Industry Analysis-2Q25

2025/06/05

DRAM , Smartphones

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Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...

DRAM Industry Analysis-2Q25

2025/06/05

DRAM

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The DRAM industry generated US$27.01 billion in revenue for 1Q25, marking a QoQ decline of 5.5%...

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

2025/06/04

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, PC OEMs are exhibiting increasingly strong intention in ensuring the availability of their products...

Server DRAM Industry Analysis-2Q25

2025/06/04

DRAM , AI Server/HBM/Server

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As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...

Global Smartphone Market Was Steady in 1Q25 with China’s Subsidy Policy as Key Driver

2025/06/04

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that the performance of the global smartphone market was stable during 1Q25...

DRAM Contract Price May 2025

2025/05/29

DRAM

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Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized 2Q25 contract prices for DDR4 products in late April...

Server DIMM Price May 2025

2025/05/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...

Specialty DRAM Price May 2025

2025/05/29

DRAM

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Global market intelligence firm TrendForce reports that there have been significant shifts in prices of DDR4 DRAM products over the past month...

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