Research Reports


DRAM


Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

DRAM , NAND Flash

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According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to initiate restocking...

Server Market Bulletin_20240620

2024/06/20

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

DRAM Market Bulletin_20240619

2024/06/19

DRAM

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For 3Q24, TrendForce now forecasts that contract prices of DDR5 server DRAM products will rise by 8-13% QoQ, a larger increase compared with the previous projection...

DRAM Monthly Datasheet Jun. 2024

2024/06/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

DRAM Market Bulletin_20240612

2024/06/12

DRAM

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With 2Q24 drawing to an end, shipment bit is projected at a QoQ drop of 10-15%, despite established consensus towards price hikes...

Server Market Report_2Q24

2024/06/11

DRAM , AI Server/HBM/Server

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Global Server Market Shipment Analysis and Supply-Demand Changes
CSP Deployment Strategies and Server Manufacturers’ Developments
Emerging Markets and Server Supply Chain Shifts
TRI’s View

Micron Plans to Invest a New Fab in Hiroshima, Which Is Scheduled to Begin Operation in 2027 and Will Focus on HBM

2024/06/11

DRAM

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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...

Server Market Bulletin_20240606

2024/06/06

DRAM , AI Server/HBM/Server

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This week’s Bulletin provide an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

Mobile DRAM Industry Analysis-2Q24

2024/06/04

DRAM , Smartphones

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Global smartphone production totaled 296 million units for 1Q24, marking a YoY increase of 18.7%. In 1Q23, excess channel inventory caused downward corrections to...

DRAM Industry Analysis-2Q24

2024/06/04

DRAM

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DRAM industry’s total revenue for 1Q24 came to US$18.35 billion, marking a QoQ increase of 5.1%. In 1Q24, contract prices of mainstream DRAM products kept rising and registered larger QoQ hikes...

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