Research Reports


DRAM


DRAM Contract Price Feb. 2025

2025/02/27

DRAM

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Global market intelligence firm TrendForce reports that the vast majority of PC OEMs and DRAM suppliers completed 1Q25 module contract negotiations in February...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

2025/02/26

DRAM , Cloud / Edge Computing , Artificial Intelligence +1

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Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...

DRAM Market Bulletin_20250226

2025/02/26

DRAM

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SK hynix has been receiving additional orders because Samsung is experiencing quality issues with many of its DRAM product lines...

Implications and Impact of DeepSeek

2025/02/25

DRAM , Artificial Intelligence , AI Server/HBM/Server

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Inside DeepSeek
AI Software Ecosystem
AI Hardware Ecosystem
Implications & Impact
Opportunities

Server DRAM and HBM Contributed to 9.9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

2025/02/25

DRAM

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Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion, marking a QoQ increase of 9.9%...

Server Market Bulletin_20250220

2025/02/20

DRAM , AI Server/HBM/Server

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

DRAM Market Bulletin_20250219

2025/02/19

DRAM

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The contract market has not shown notable changes compared with the previous week. However, there has been a surge in demand for overclockable SO-DIMMs specifically for NBs...

DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

2025/02/17

DRAM , NAND Flash , Artificial Intelligence

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According to research by global market research firm TrendForce, AI has experienced rapid development in recent years, with enterprises actively exploring ways to use related technologies to...

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

2025/02/14

DRAM

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According to research by global market intelligence firm TrendForce, in response to export control regulations issued by the US Department of Commerce (DoC) on January 15th, American semiconductor equipment providers began...

DRAM Market Bulletin_20250212

2025/02/12

DRAM

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Now, in 1Q25, the contract market is showing a wait-and-see attitude. Although actual demand remains weak, some buyers anticipate that prices might improve in the latter half of the year...

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