Research Reports


DRAM


2Q23 Revenue Halted in Reduction and Ascended to 20.4% QoQ Attributable to AI Server Orders

2023/08/18

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...

DRAM Market Bulletin_20230816

2023/08/16

DRAM

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Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...

Server Shipments Further Drop to YoY -5.94% amidst Regional Economic Depletion and Persisting AI Investment

2023/08/15

DRAM , AI Server/HBM/Server

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As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...

Server Shipment Estimated to Merely Grow 2.3% YoY in 2024 under Persisting Pressure from Inflation

2023/08/11

Semiconductors , DRAM , AI Server/HBM/Server

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According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...

Server Market Bulletin_20230810

2023/08/10

Semiconductors , DRAM , AI Server/HBM/Server

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According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...

DRAM Market Bulletin_20230809

2023/08/09

Semiconductors , DRAM

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Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients

2023/08/04

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...

DRAM Market Bulletin_20230802

2023/08/02

Semiconductors , DRAM

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Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...

Mobile DRAM Contract Price 3Q23

2023/08/01

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, 3Q23 prices are seeing a swift diminishment in reduction amidst the negotiation period...

Specialty DRAM Price Jul. 2023

2023/07/31

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that despite the start of the traditional peak season for the electronics market in the third quarter...