Research Reports


DRAM


DRAM Market Bulletin_20240703

2024/07/03

DRAM

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Continuing from last week, suppliers are releasing quotes for 3Q24 contracts. Currently, server DRAM is showing the largest price hike...

Specialty DRAM Price Jun. 2024

2024/06/28

DRAM

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Global market intelligence firm TrendForce reports that in the contract market for DRAM products, buyers have been relatively passive in seeking quotes due to weak demand for end products...

Server DIMM Price Jun. 2024

2024/06/28

DRAM , AI Server/HBM/Server

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Despite ongoing increment from contract prices of server DRAM this month, no major fluctuations were seen at the end of 2Q24 as most buyers had finalized their contracts...

DRAM Contract Price Jun. 2024

2024/06/28

DRAM

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Global market intelligence firm TrendForce reports that most DRAM suppliers have already finalized 2Q24 contracts with PC OEMs by the second half of April...

AMD and NVIDIA Take the Lead in Transitioning to FOPLP for PC CPU, PMIC, and AI GPU to Reduce Cost and Expand Packaging Sizes of Large-Sized Chips

2024/06/27

DRAM , NAND Flash , Wafer Foundries +2

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As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...

DRAM Market Bulletin_20240626

2024/06/26

DRAM

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Currently, at the end of 2Q24, DRAM suppliers are releasing initial quotes for 3Q24 contracts. Among the application segments, the most significant price hikes are observed for server DRAM...

Restocking Activities Are Poised to Begin in Upstream of Supply Chain and Server Market Is in Peak Season; Global Server Shipments Will Show QoQ Growth for 2Q24 and 3Q24

2024/06/25

DRAM , AI Server/HBM/Server

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According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

DRAM , NAND Flash

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According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to initiate restocking...

Server Market Bulletin_20240620

2024/06/20

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

DRAM Market Bulletin_20240619

2024/06/19

DRAM

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For 3Q24, TrendForce now forecasts that contract prices of DDR5 server DRAM products will rise by 8-13% QoQ, a larger increase compared with the previous projection...

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