Research Reports


DRAM


DRAM Market Bulletin_20220622

2022/06/22

Semiconductors , DRAM

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The situation has not changed from the previous week: Suppliers and buyers have shifted their focus to 3Q22 contracts. According to TrendForce’s observation, a market consensus has emerged that...

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment

2022/06/21

Semiconductors , DRAM

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As indicated by the latest survey of global market intelligence firm TrendForce, the server end is continuously confined by undersupplied materials amidst the supply chain issues of the industry that started surfacing since the outbreak of the COVID-19 pandemic...

One of CSPs Is Taking Lead in Extending Operational Lifespan of Servers, but Server Shipments Will Remain Robust in Future

2022/06/16

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...

DRAM Market Bulletin_20220615

2022/06/15

Semiconductors , DRAM

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Regarding prices for 2Q22 contracts, there have been no further changes to the actual transaction prices as the end of this quarter is approaching...

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices

2022/06/10

Semiconductors , DRAM , NAND Flash

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Continuing from the memory price projection of the previous quarter, global market intelligence firm TrendForce reports that factors such as the Russia-Ukraine military conflict...

Server Market Report_1Q22

2022/06/08

Semiconductors , DRAM

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Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

DRAM Market Bulletin_20220601

2022/06/01

Semiconductors , DRAM

 PDF

Compared with last week, prices of some DRAM contracts have not shown a steeper decline. On the whole, QoQ drops in contract prices have come to just 0-5% for 2Q22...

Mobile DRAM Industry Analysis-2Q22

2022/05/31

Semiconductors , DRAM , Consumer Electronics , Smartphones

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Smartphone production totaled 310 million units for 1Q22, down by 12.8% QoQ. Smartphone brands posted weak production performances in 1Q22 because they were adjusting their channel inventories and felt the demand slump of the traditional off-season...

Specialty DRAM Price May 2022

2022/05/31

Semiconductors , DRAM

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TrendForce’s analysis of the developments in the DRAM market during May finds that DRAM demand as a whole continued to shrink from the previous month because of several factors...

Server DIMM Price May 2022

2022/05/31

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the stalemate status from April had been carried over to May, where DRAM suppliers did not actively compromise on prices...