Research Reports


DRAM


DRAM Market Bulletin_20240313

2024/03/13

DRAM

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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

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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...

Server Market Bulletin_20240307

2024/03/07

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...

DRAM Market Bulletin_20240306

2024/03/06

DRAM

 PDF

Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

2024/03/05

DRAM , NAND Flash , AI Server/HBM/Server

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According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand driver...

Server Market Report_1Q24

2024/03/05

DRAM , AI Server/HBM/Server

 PDF

Fluctuations and Challenges – Server Market to Enter a Promising New Era in 2024
Analysis of the Global Server Market
Server Suppliers’ Strategies and Recent Activities
Key Orientations of Server Market
TRI’s View

Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

2024/03/04

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...

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