Research Reports


DRAM


eMMC/UFS Contract Price 2Q24

2024/04/30

DRAM , NAND Flash

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According to the latest research by the global market intelligence firm TrendForce, demand for components has slowed down across the smartphone supply chain. With an uncertain demand outlook for the second half of this year...

Specialty DRAM Price Apr. 2024

2024/04/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that the consumer DRAM market had yet to see a notable turnaround in the demand for related end products in April...

DRAM Contract Price Apr. 2024 (update)

2024/04/30

DRAM

 PDF

According to the latest DRAM market survey by the global market intelligence firm TrendForce, there were sporadic reports of PC OEMs accepting a significant increase in the ASP of PC DRAM following Taiwan’s earthquake on April 3rd...

Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

 PDF

This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

DRAM Market Bulletin_20240424

2024/04/24

DRAM

 PDF

Current contract negotiations have yet to lead to more transactions being finalized, but DRAM suppliers have kept their quotes high. In the PC DRAM and server DRAM segments, quotes show QoQ increases of 15-20%...

2Q24 Consumer DRAM Datasheet

2024/04/19

DRAM

 EXCEL

Besides the mainstream product segments of the DRAM market, TrendForce’s research now encompasses specialty (consumer) DRAM products as well. Analyses in this area pertain to product development plans and production outputs of suppliers, price trends, etc.

DRAM Market Bulletin_20240417

2024/04/17

DRAM

 PDF

Following the earthquake that occurred off the coast of Taiwan on April 3, TrendForce conducted a comprehensive investigation over several days and concluded that although there were wafer losses...

Server Market Bulletin_20240411

2024/04/11

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...

Recovery Progress in Taiwan After the April 3rd Earthquake Indicates Local DRAM Fabs Will Soon Resume Full Production and the Related Impact on the Total Bit Output for 2Q24 Is Limited within 1%

2024/04/08

DRAM

 PDF

Global market intelligence firm TrendForce reports that as of April 8th, which marks the first working day in Taiwan immediately after the Qingming Festival and the earthquake off the eastern coast of the island on April 3rd...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , AI Server/HBM/Server +1

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

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