Research Reports


DRAM


DRAM Contract Price Aug. 2024

2024/08/30

DRAM

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According to the latest research by the global market intelligence firm TrendForce, Samsung and SK hynix already finished negotiating 3Q24 contract prices with their clients in the PC DRAM segment in late July...

Smartphone Production in 3Q24 Will See Modest QoQ Increase, but Overall Volume Will Still Be Below Pre-pandemic Level

2024/08/29

DRAM , Smartphones

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According to the latest investigation by TrendForce’s Department of Semiconductor Research, global smartphone production in 2Q24 totaled 286 million units...

Server Market Bulletin_20240829

2024/08/29

DRAM , AI Server/HBM/Server

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

DRAM Market Bulletin_20240828

2024/08/28

DRAM

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Negotiations for 3Q24 contracts have not shown any significant changes since the previous update. Looking ahead to 4Q24, the market is rife with uncertainties mainly due to...

Due to Persistent Weakness in Spot Market, Memory Prices Face Constraints

2024/08/26

DRAM , NAND Flash

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Global market intelligence firm TrendForce has been tracking the overall demand trends in both the DRAM and NAND Flash markets through observations on changes in module houses’ shipments...

Contract Price Hikes Prompted Another 6% QoQ Growth in Mobile DRAM Revenue for 2Q24

2024/08/22

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the QoQ drop in total smartphone production during 2Q24, together with ample inventory of mobile DRAM among brands...

Server DRAM Suppliers Continued to Rise in Revenue by 37.5% QoQ and 217% YoY amidst Surging Demand for DDR5

2024/08/22

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...

DRAM Market Bulletin_20240821

2024/08/21

DRAM

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Compared with other application segments, the server DRAM segment has seen the strongest upward momentum for prices in this third quarter...

Server Market Bulletin_20240815

2024/08/15

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs. According to previous analyses...

DRAM Market Bulletin_20240814

2024/08/14

DRAM

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Among application segments, only server DRAM buyers show a higher level of procurement demand, especially with the QoQ price increase of DDR5 modules exceeding expectations and reaching...

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