Research Reports


DRAM


TrendForce: SK Hynix’s Major Fire Incident Impacts Worldwide PC DRAM Market, Sup

2013/09/17

DRAM

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According to DRAMeXchange, a research division of TrendForce, the fire accident experienced by SK Hynix's Wuxi plant has led to a sudden surge in market demand. As the damages experienced by the plant turned out to be relatively severe, no official word has been given as to when the company's future production will resume. The tightening of the supplies and the fact that PC DRAM is the said manufacturer's mainstream product have led the spot prices for mainstream 2Gb chips to soar by an whopping 44.5% since the 9/4 fire incident (the calculation is based on the chip's agreed price of $US 2.294 on 9/16). The contract prices that are about to be announced during September, it is worth noting, are also anticipated to show a growth of at least 10%...

A Further Analysis of the Fire Damages Experienced by SK Hynix's Wuxi Plant

2013/09/11

DRAM

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Following the major fire accident suffered by SK Hynix's Wuxi plant on September 4, TrendForce has received a number of conflicting information regarding the nature of the events and damages that took place. Because of this, a few days’ worth of clarifications and investigations were needed before some of the more critical details could be shared with our members...

Specialty DRAM Price Aug. 2013

2013/08/30

DRAM

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According to DRAMeXchange, a research division of TrendForce, the specialty DRAM prices...

DRAM Contract Price 2H Aug_2013

2013/08/30

DRAM

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According to DRAMeXchange, a research division of TrendForce, given that the 2H13 PC shipments have yet to show any noticeable growth, the DRAM contract prices...

Server DIMM Price Aug. 2013

2013/08/30

DRAM

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According to DRAMeXchange, a research division of TrendForce, the PC contract price movements have been...

Global Mobile DRAM Industry Analysis and Outlook-3Q13

2013/08/23

DRAM , Smartphones

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As smartphone shipments increased 7% in the second quarter and commodity DRAM prices rose, mobile memory prices climbed as well. Mobile DRAM revenue amounted to nearly US$3.0 billion, an 11% QoQ increase, 34% of global DRAM revenue...

Global DRAM Industry Analysis and Outlook-3Q13

2013/08/23

DRAM , Notebook Computers , Smartphones , Tablets

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DRAM contract price increased by 16% in the second quarter, with DDR3 4GB price hitting US$27.50. Although PC shipments are traditionally weak in the second quarter, PC OEMs’ DRAM inventory levels were insufficient in the second quarter and they expected prices to rise in the third quarter. Furthermore, as first-tier DRAM makers like Samsung and SK Hynix are increasing mobile memory production and decreasing commodity DRAM output, second-quarter prices rose. However, as PC shipment outlook is weak for the second half of the year, DRAM contract price growth slowed at the end of the second quarter, creating uncertainty towards third-quarter figures. Furthermore, as PC OEMs’ inventory levels are climbing, TrendForce expects contract price to stay flat or even decrease in the second half of the year...

DRAM Contract Price 1H Aug_2013

2013/08/14

DRAM

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According to DRAMeXchange, a research division of TrendForce, the contract prices...

Server DIMM Price Jul. 2013

2013/07/31

DRAM

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According to DRAMeXchange, a research division of TrendForce, following the 20-30% contract price growth in May...

DRAM Contract Price 2H Jul_2013

2013/07/31

DRAM

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According to DRAMeXchange, a research division of TrendForce, while the DRAM contract prices grew slightly throughout the first half of July, in second half the pricing trend...