Research Reports


DRAM


Server DIMM Price Dec. 2023

2023/12/29

DRAM , AI Server/HBM/Server

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In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...

Memory Price Forecast for 1Q24 Indicates

2023/12/29

DRAM , NAND Flash

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According to the latest research by market intelligence firm TrendForce, prices of NAND Flash wafers, which experienced the worst loss of profit margin among memory products...

Specialty DRAM Price Dec. 2023

2023/12/29

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, buyers had started stocking up in advance during early 4Q23 when contract prices began rebounding...

DRAM Contract Price Dec. 2023

2023/12/29

DRAM

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Global market intelligence firm TrendForce reports that now, at the end of 4Q23, the DRAM market is definitely expecting prices to go up in 1Q24...

Server Market Bulletin_20231228

2023/12/28

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and organizes key market demand for 2024...

DRAM Market Bulletin_20231227

2023/12/27

DRAM

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The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...

DRAM Market Bulletin_20231220

2023/12/20

DRAM

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Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...

Server Market Bulletin_20231214

2023/12/14

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on server ODMs and the market of key server components, as well as compiles periodic statistics on the forecasted production schedules among ODMs for 2024...

Prices of Smartphone Memory Components Will Again Register Double-Digit Hikes for 1Q24 as Smartphone Brands Maintain Strong Procurement Momentum

2023/12/12

DRAM , Smartphones

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According to the latest research conducted by global market intelligence firm TrendForce, Chinese smartphone brands proactively stocked up on components in 4Q23 and are now expected to maintain a relatively strong momentum...

DRAM Market Bulletin_20231206

2023/12/06

DRAM

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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...

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