Research Reports


DRAM Research Reports


Implications and Impact of DeepSeek

2025/02/25

DRAM , AI Server/HBM/Server , Artificial Intelligence

 PDF

Inside DeepSeek
AI Software Ecosystem
AI Hardware Ecosystem
Implications & Impact
Opportunities

Server DRAM and HBM Contributed to 9.9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

2025/02/25

DRAM

 PDF

Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion, marking a QoQ increase of 9.9%...

Server Market Bulletin_20250220

2025/02/20

DRAM , AI Server/HBM/Server

 PDF

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

DRAM Market Bulletin_20250219

2025/02/19

DRAM

 PDF

The contract market has not shown notable changes compared with the previous week. However, there has been a surge in demand for overclockable SO-DIMMs specifically for NBs...

DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

2025/02/17

DRAM , NAND Flash , Artificial Intelligence

 PDF

According to research by global market research firm TrendForce, AI has experienced rapid development in recent years, with enterprises actively exploring ways to use related technologies to...

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

2025/02/14

DRAM

 PDF

According to research by global market intelligence firm TrendForce, in response to export control regulations issued by the US Department of Commerce (DoC) on January 15th, American semiconductor equipment providers began...

DRAM Market Bulletin_20250212

2025/02/12

DRAM

 PDF

Now, in 1Q25, the contract market is showing a wait-and-see attitude. Although actual demand remains weak, some buyers anticipate that prices might improve in the latter half of the year...

Server Market Bulletin_20250206

2025/02/06

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPU, as well as updates on the supply chain of server cooling...

DRAM Market Bulletin_20250205

2025/02/05

DRAM

 PDF

Most quarterly contracts have yet to be finalized, and negotiations will continue after the Lunar New Year holiday. As projected earlier by TrendForce...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025/01/28

DRAM , NAND Flash , AI Server/HBM/Server +2

 PDF

According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...

Get in touch with us