Research Reports


DRAM


DRAM Market Bulletin_20250423

2025/04/23

DRAM

 PDF

Samsung is currently negotiating with CSPs over server DRAM prices, with its proposed 3% hike generally being rejected...

Server Market Bulletin_20250417

2025/04/17

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs...

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

2025/04/16

DRAM , NAND Flash

 PDF

According to the latest research by the global market intelligence firm TrendForce, recent adjustments in US tariff policies have caused significant fluctuations...

DRAM Market Bulletin_20250416

2025/04/16

DRAM

 PDF

On April 10, the US government announced a 90-day tariff implementation grace period. As a result, TrendForce believes that memory trading momentum in...

Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

2025/04/15

DRAM , Smartphones

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the series of tariffs imposed by the Trump administration have induced profound impact on the smartphone industry...

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

2025/04/09

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that US President Donald John Trump signed an executive order on the day of his inauguration on January 20th 2025...

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

2025/04/07

DRAM , Smartphones , AI Server/HBM/Server

 PDF

According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...

DRAM Market Bulletin_20250402

2025/04/02

DRAM

 PDF

Regarding the server DRAM segment, when considering pricing for 2Q25, suppliers have suggested price hikes only within a broad framework...

Specialty DRAM Price Mar. 2025

2025/03/31

DRAM

 PDF

Global market intelligence firm TrendForce reports that there is a clear trend of recovery in procurement demand. Regarding consumer electronics such as TVs and NBs...

DRAM Contract Price Mar. 2025

2025/03/31

DRAM

 PDF

According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs already agreed on 1Q25 contract prices during January and February...

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