Research Reports


DRAM


Server Market Bulletin_20250320

2025/03/20

DRAM , AI/HBM/Server

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

DRAM Market Bulletin_20250319

2025/03/19

DRAM

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TrendForce believes that memory demand in 1Q25 has been stronger than expected, aiding in inventory reduction...

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

2025/03/18

DRAM , NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, brands of various end products decided to ship out their products in advance during 1Q25 due to...

DRAM Market Bulletin_20250312

2025/03/12

DRAM

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Samsung continues to raise the prices of LPDDR5X solutions for the Chinese market and its own branded smartphones...

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

2025/03/11

DRAM , Smartphones

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As indicated by the survey of global market intelligence firm TrendForce, supply and demand of the mobile DRAM market could see an early subversion in 2025 primarily due to...

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

2025/03/11

DRAM , Cloud / Edge Computing , Artificial Intelligence +1

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According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...

Server DRAM Industry Analysis-1Q25

2025/03/07

DRAM , AI/HBM/Server

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Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q24...

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

2025/03/07

DRAM , AI/HBM/Server

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As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...

Server Market Bulletin_20250306

2025/03/06

DRAM , AI/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

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