Research Reports


DRAM


DRAM Contract Price Jul. 2023

2023/07/31

DRAM

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According to market research firm TrendForce, PC OEMs slightly increased their DRAM inventories to 10-14 weeks by the end of 2Q23 as they chose to stock up ahead of time...

Server DIMM Price Jul. 2023

2023/07/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the server industry’s on-going reduction of inventory, together with how AI-related topics are driving additional resources to the particular field...

HBM Supply Bit Estimated at 105% YoY in 2024 amidst Expansions as AI Servers Continue to Ascend Demand for Accelerators

2023/07/28

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM (High Bandwidth Memory) products that had initially occupied roughly 1% of bit production among DRAM suppliers...

Server Market Bulletin_20230727

2023/07/27

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs...

DRAM Market Bulletin_20230726

2023/07/26

DRAM

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Even though it is now approaching the end of July, contract negotiations...

[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand

2023/07/25

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...

DRAM Market Bulletin_20230719

2023/07/19

DRAM

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Regarding negotiations for the 3Q23 contracts, suppliers and buyers for the most part have yet to reach a general agreement on price and are in a deadlock...

Server Market Bulletin_20230713

2023/07/13

DRAM , AI Server/HBM/Server

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TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server buyers...

DRAM Market Bulletin_20230712

2023/07/12

DRAM

 PDF

DRAM suppliers and buyers are currently in the midst of negotiations for 3Q23 contracts, so a general consensus on price has yet to be reached...

Rumored Suspension on Supply of Intel Sapphire Rapids MCC Induced Restricted Impact on 2Q23

2023/07/05

DRAM , AI Server/HBM/Server

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As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...