Research Reports


DRAM


Server Market Bulletin_20240411

2024/04/11

DRAM , AI Server/HBM/Server

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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

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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 , Wafer Foundries +2

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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...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

DRAM Market Bulletin_20240403

2024/04/03

DRAM

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Although suppliers and buyers have mainly focused on negotiating 2Q24 contracts, some price fluctuations still occurred in March. In particular, the server DRAM segment, which had previously experienced stagnation, saw prices rise by 3-8% MoM...

[Update] Server DIMM Price Mar. 2024

2024/03/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...

DRAM Contract Price Mar. 2024

2024/03/29

DRAM

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Global market intelligence firm TrendForce reports that PC DRAM contract prices have remained mostly flat this March as PC OEMs have already accepted significant price hikes when finalizing 1Q24 contracts...

Specialty DRAM Price Mar. 2024

2024/03/29

DRAM

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Global market intelligence firm TrendForce reports that the consumer DRAM market has been in a very different situation compared with the market for AI-related solutions...

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

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

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