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TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Price negotiations for 2Q21 contracts are now in the critical phase. The latest survey across different application segments finds that price hikes are mostly consistent with the ranges that TrendForce estimated earlier...
As indicated by the survey of global market intelligence firm TrendForce, it is currently the critical period for the negotiation of 2Q21 contract prices between DRAM suppliers and various major PC OEMs...
Amid the hustling and bustling of China's semiconductor market, punctuated by M&As and groundbreaking for new factories, the DRAM market has stood out, as numerous parties scramble to step into the field, to tape its huge potential. Since 2016, the global market has gone a long way, in both supply and demand sides, offering handsome opportunities but also posing grave challenge to newcomers, especially Chinese ones. Observers are watching closely the impact of the launch of Chinese latecomers' capacities, beginning in 2018 as scheduled, on the DRAM and NAND Flash markets. After extensive study of Chinese DRAM suppliers, TrendForce offers analysis of their potential impact on the market from various aspects.
As indicated by the survey of global market intelligence firm TrendForce, the rapid changes in the international politic situation in recent years...
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.
Most application segments of the DRAM market did not see a notable MoM change in contract prices for March with the exceptions of server DRAM and consumer (specialty) DRAM...
TrendForce’s latest analysis of the DRAM market finds that after the lock-in deals for 1Q21 had been arranged in January...
As indicated by the survey of global market intelligence firm TrendForce, the unmitigated status of specialty DRAM shortage, coupling with the gradually intensifying dynamics...
The latest research from TrendForce finds that the DRAM market is now in a period of cyclical upturn. During March, DRAM buyers were eager to increase their inventories...
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