Research Reports


DRAM


Server DIMM Price Apr. 2024

2024/04/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM are seeing a larger-than-expected increment generally due to the earthquake occurred on April 3rd. ...

Specialty DRAM Price Apr. 2024

2024/04/30

DRAM

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Global market intelligence firm TrendForce reports that the consumer DRAM market had yet to see a notable turnaround in the demand for related end products in April...

eMMC/UFS Contract Price 2Q24

2024/04/30

DRAM , NAND Flash

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According to the latest research by the global market intelligence firm TrendForce, demand for components has slowed down across the smartphone supply chain. With an uncertain demand outlook for the second half of this year...

DRAM Contract Price Apr. 2024 (update)

2024/04/30

DRAM

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According to the latest DRAM market survey by the global market intelligence firm TrendForce, there were sporadic reports of PC OEMs accepting a significant increase in the ASP of PC DRAM following Taiwan’s earthquake on April 3rd...

Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

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This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

DRAM Market Bulletin_20240424

2024/04/24

DRAM

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Current contract negotiations have yet to lead to more transactions being finalized, but DRAM suppliers have kept their quotes high. In the PC DRAM and server DRAM segments, quotes show QoQ increases of 15-20%...

DRAM Market Bulletin_20240417

2024/04/17

DRAM

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Following the earthquake that occurred off the coast of Taiwan on April 3, TrendForce conducted a comprehensive investigation over several days and concluded that although there were wafer losses...

Server Market Bulletin_20240411

2024/04/11

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 renews the annual outlook on server demand...

Recovery Progress in Taiwan After the April 3rd Earthquake Indicates Local DRAM Fabs Will Soon Resume Full Production and the Related Impact on the Total Bit Output for 2Q24 Is Limited within 1%

2024/04/08

DRAM

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Global market intelligence firm TrendForce reports that as of April 8th, which marks the first working day in Taiwan immediately after the Qingming Festival and the earthquake off the eastern coast of the island on April 3rd...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , Wafer Foundries +2

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

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