Research Reports


DRAM


Server Market Bulletin_20250529

2025/05/29

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the latest market changes and development of CSPs and enterprise OEMs...

1Q25 Mobile DRAM Revenue Shows Positive QoQ Growth When CXMT’s Contribution Is Included

2025/05/28

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that despite pressures from declining contract prices and tepid demand for end-products...

Bit Shipment Share of DDR5 Has Climbed to Around 90%, Boosting 1Q25 Server DRAM Revenue by 1.4% QoQ to US$10.688 Billion

2025/05/28

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...

Demand Rises for DDR4 Server and PC DRAM Products as Suppliers’ EOL Plans for DDR4 Spur Significant Hikes in Contract Prices

2025/05/28

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...

DRAM Market Bulletin_20250528

2025/05/28

DRAM

 PDF

Supply is still tight in the contract market in 2Q25. Fulfillment rates are in insufficient for all product categories, including DDR5, DDR4, LPDDR5x, and graphics DRAM...

Server Market Report_2Q25

2025/05/27

DRAM , AI Server/HBM/Server

 PDF

Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in Server Supply Chain for 2025
TRI’s View

DRAM Industry’s Revenue Fell by 5.5% QoQ for 1Q25; Tariff-Related Stockpiling Resulted in the End of Inventory Correction

2025/05/26

DRAM

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Global market intelligence firm TrendForce reports that the DRAM industry generated US$27.01 billion in revenue for...

EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25

2025/05/21

DRAM

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According to global market intelligence firm TrendForce, the ongoing progress in the generational evolution of memory products indicates that after DDR3 DRAM was introduced in 2007...

DRAM Market Bulletin_20250521

2025/05/21

DRAM

 PDF

Now, in 2Q25, the DRAM market is still affected by US tariff policies that caused early shipments of consumer electronics, with the quarterly total demand bits showing a QoQ increase...

Server Market Bulletin_20250515

2025/05/15

DRAM , AI Server/HBM/Server

 PDF

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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