Research Reports


DRAM Research Reports


Server Market Bulletin_20250220

2025/02/20

DRAM , AI/HBM/Server

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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

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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

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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/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/HBM/Server +2

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

DRAM Contract Price Jan. 2025

2025/01/24

DRAM

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Global market intelligence firm TrendForce reports that some DRAM suppliers and PC OEMs have finalized 1Q25 DRAM module contracts in the second half of January, with prices showing MoM declines of 8-13%...

Server DIMM Price Jan. 2025

2025/01/24

DRAM , AI/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...

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