Research Reports


DRAM


1Q24 Server Diamond Datasheet

2024/03/27

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

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.

DRAM Market Bulletin_20240327

2024/03/27

DRAM

 PDF

As 1Q24 comes to an end, DRAM suppliers and buyers have begun negotiating prices for 2Q24 contracts. Quotes from suppliers currently show QoQ...

Server Market Bulletin_20240321

2024/03/21

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...

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

2024/03/20

DRAM , NAND Flash

 PDF

According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...

DRAM Market Bulletin_20240320

2024/03/20

DRAM

 PDF

Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...

DRAM Market Bulletin_20240313

2024/03/13

DRAM

 PDF

In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...

DDR5 Prices Could Undergo Revisions in 2H24 as Existing Demand Bit Fell Below Suppliers’ Expectations

2024/03/12

DRAM , AI Server/HBM/Server

 PDF

As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...

Mobile DRAM Industry Analysis-1Q24

2024/03/12

DRAM , Smartphones

 PDF

Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...

DRAM Industry Analysis-1Q24

2024/03/12

DRAM

 PDF

Global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23. Besides an upswing in procurement demand...

Server DRAM Industry Analysis-1Q24

2024/03/11

DRAM , AI Server/HBM/Server

 PDF

The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

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