Research Reports


DRAM


Server Market Bulletin_20240718

2024/07/18

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations, L10 and L6 barebone servers...

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

2024/07/12

DRAM , NAND Flash

 PDF

Global market intelligence firm TrendForce reports that this year, the wider memory industry is benefiting from the continuous growth in demand bits, price hikes resulting from improvements in the supply-demand structure...

Memory Spot Prices Have Stabilized Recently Due to Marginal Reduction in Low-priced Inventory

2024/07/11

DRAM , NAND Flash

 PDF

TrendForce reports that since ASPs of memory products started to climb up in 4Q23, there has been a divergence between the contract and spot markets in terms of price trend...

DRAM Market Bulletin_20240710

2024/07/10

DRAM

 PDF

Now, entering 3Q24, suppliers and buyers are in the midst of their quarterly contract negotiations. TrendForce maintains that contract prices are on the rise...

Server Market Bulletin_20240704

2024/07/04

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...

DRAM Market Bulletin_20240703

2024/07/03

DRAM

 PDF

Continuing from last week, suppliers are releasing quotes for 3Q24 contracts. Currently, server DRAM is showing the largest price hike...

Specialty DRAM Price Jun. 2024

2024/06/28

DRAM

 PDF

Global market intelligence firm TrendForce reports that in the contract market for DRAM products, buyers have been relatively passive in seeking quotes due to weak demand for end products...

Server DIMM Price Jun. 2024

2024/06/28

DRAM , AI Server/HBM/Server

 PDF

Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...

DRAM Contract Price Jun. 2024

2024/06/28

DRAM

 PDF

Global market intelligence firm TrendForce reports that most DRAM suppliers have already finalized 2Q24 contracts with PC OEMs by the second half of April...

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

 PDF

As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

Get in touch with us