Research Reports


DRAM


DRAM Market Bulletin_20240131

2024/01/31

DRAM

 PDF

The DRAM market is gradually recovering, and growth is especially noticeable in the application segments related to consumer electronics...

AI’s Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications

2024/01/31

DRAM , NAND Flash

 PDF

In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds...

1Q24 Consumer DRAM Datasheet

2024/01/26

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.

Server Market Bulletin_20240125

2024/01/25

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 primarily due to the subtle reduction in annual shipment...

DRAM Market Bulletin_20240124

2024/01/24

DRAM

 PDF

Due to suppliers aggressively raising quotes, contract prices have risen further despite weak demand. The mobile DRAM segment has seen a QoQ price hike of 20%...

DRAM Market Bulletin_20240117

2024/01/17

DRAM

 PDF

Following up on the projection made in last week, TrendForce’s latest survey currently finds no completed contract transaction...

Sustained Price Rally for DRAM and NAND Flash into 4Q24 Is Possible If Suppliers Prudently Control Output

2024/01/15

DRAM , NAND Flash

 PDF

TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21...

Server Market Bulletin_20240111

2024/01/11

DRAM , AI Server/HBM/Server

 PDF

This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...

DRAM Market Bulletin_20240110

2024/01/10

DRAM

 PDF

Now, at the start of 1Q24, negotiations are still ongoing for quarterly contracts, and transaction prices have yet to be finalized...

Server DIMM Price Dec. 2023

2023/12/29

DRAM , AI Server/HBM/Server

 PDF

In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...