Research Reports


DRAM


Server DIMM Price Nov. 2022

2022/11/30

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices are yet to be favored by buyers despite approaching the end of the year...

DRAM Contract Price Nov. 2022

2022/11/30

Semiconductors , DRAM

 PDF

According to TrendForce’s analysis of the PC DRAM market for November, the major DRAM suppliers and PC OEMs did not actively engage in new discussions about prices for the remainder of 4Q22...

DRAM Market Bulletin_20221130

2022/11/30

Semiconductors , DRAM

 PDF

The latest update on DRAM contract prices for November is as follow:
(1) PC DRAM contract prices have remained...

ODMs Add More Production Lines in Southeast Asia and Mexico as Geopolitical Risks Have Caused Server Supply Chain to Shift

2022/11/29

Semiconductors , DRAM

 PDF

According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...

Server DRAM Industry Analysis-4Q22

2022/11/28

Semiconductors , DRAM

 PDF

CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...

Mobile DRAM Revenue Registered Largest QoQ Decline on Record in 3Q22 and Reached New Quarterly Low Since 2016 as Suppliers Saw Plummeting Prices and Shipments

2022/11/23

Semiconductors , DRAM

 PDF

Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...

Server Market Report_3Q22

2022/11/17

Semiconductors , DRAM

 PDF

Server Market: Review of 3Q22 and Outlook for 4Q22
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Server DRAM Revenue Dropped 27.2% QoQ in 3Q22 under Simultaneous Depletion in Shipment Bit and Contract Prices

2022/11/17

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

Semiconductors , DRAM , NAND Flash

 PDF

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

Semiconductors , DRAM , NAND Flash

 PDF

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...