Research Reports


DRAM


Mobile DRAM Industry Analysis-2Q24

2024/06/04

DRAM , Smartphones

 PDF

Global smartphone production totaled 296 million units for 1Q24, marking a YoY increase of 18.7%. In 1Q23, excess channel inventory caused downward corrections to...

DRAM Industry Analysis-2Q24

2024/06/04

DRAM

 PDF

DRAM industry’s total revenue for 1Q24 came to US$18.35 billion, marking a QoQ increase of 5.1%. In 1Q24, contract prices of mainstream DRAM products kept rising and registered larger QoQ hikes...

Smartphone Production Showed Significant YoY Growth in 1Q24 Due to Low Base for Comparison

2024/05/31

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that global smartphone production rose by 18.7% YoY to 296 million units for 1Q24. At the start of 2023...

Server DRAM Industry Analysis-2Q24

2024/05/31

DRAM , AI Server/HBM/Server

 PDF

Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...

Server DIMM Price May 2024

2024/05/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...

Specialty DRAM Price May 2024

2024/05/31

DRAM

 PDF

Global market intelligence firm TrendForce reports that in the consumer DRAM segment, most buyers have already accumulated sufficient inventory...

DRAM Contract Price May 2024

2024/05/31

DRAM

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Global market intelligence firm TrendForce reports that most PC OEMs and DRAM suppliers completed their 2Q24 contracts in the second half of April...

Total Mobile DRAM Revenue Rose by 13.9% for 1Q24 Thanks to Ongoing Rally of Contract Prices

2024/05/31

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that smartphone brands had mostly finished with stocking mobile DRAM components at low prices before the start of the Lunar New Year holiday...

Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

2024/05/30

DRAM , NAND Flash

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The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

DRAM Market Bulletin_20240529

2024/05/29

DRAM

 PDF

Continuing from last week, contract negotiations are still ongoing in the server DRAM segment. Looking ahead to 3Q24, the QoQ hikes in contract prices of conventional DRAM products are projected to...

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