Research Reports


DRAM


DRAM Market Bulletin_20231206

2023/12/06

DRAM

 PDF

DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation...

Server DRAM Industry Analysis-4Q23

2023/12/05

DRAM , AI Server/HBM/Server

 PDF

Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...

Mobile DRAM Industry Analysis-4Q23

2023/12/05

DRAM , Smartphones

 PDF

With the completion of channel inventory adjustments, the smartphone industry has seen the return of strong peak-season momentum for device production and stock-up activities during 2H23...

DRAM Industry Analysis-4Q23

2023/12/05

DRAM

 PDF

For 3Q23, the revenue of the DRAM industry was US$13.48 billion, showing a QoQ growth of 18.0%. During 2H23, there has been a gradual recovery in demand...

Smartphone Production for 3Q23 Showed a QoQ Growth of 13% and an End to Trend of YoY Decline

2023/12/01

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that smartphone brands all experienced a declining trend in device production during the first half of this year due to the slowdown...

Smartphone Market Decode_4Q23

2023/11/30

DRAM , NAND Flash , Panel Industry +1

 ZIP

TrendForce, a global market intelligence firm for the technology sectors, proudly presents “Smartphone Market Decode” – a quarterly research report that synergizes the resources of several in-house analyst teams such as the Department of Semiconductor Research, the Department of Display Research, the Department of ICT Application Research, etc.

In addition to the first-hand data on the device production figures of the major electronics brands and the latest overview of the supply chains for the key components, Smartphone Market Decode also covers the relevant topics pertaining to technological innovations and development trends. The report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional industry knowledge that can be used to make the best operational decisions.

Server DIMM Price Nov. 2023

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for this quarter’s server DRAM contract prices are still underway, and have yet to become fully distinctive...

Specialty DRAM Price Nov. 2023

2023/11/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that the upward trend of consumer DRAM prices continued in November, with contract prices showing small hikes from the previous month...

Server DRAM Revenue Fell by 45% YoY for 3Q23 as Demand Slump Compelled Suppliers to Capture Market Share by Slashing Prices

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...

DRAM Contract Price Nov. 2023

2023/11/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that, because Micron did not release quotes in October and some buyers did not accept the initial quotes from the two South Korean suppliers...

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