Research Reports


DRAM


Server Market Bulletin_20231228

2023/12/28

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 organizes key market demand for 2024...

DRAM Market Bulletin_20231227

2023/12/27

DRAM

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The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...

DRAM Market Bulletin_20231220

2023/12/20

DRAM

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Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...

Server Market Bulletin_20231214

2023/12/14

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on server ODMs and the market of key server components, as well as compiles periodic statistics on the forecasted production schedules among ODMs for 2024...

Prices of Smartphone Memory Components Will Again Register Double-Digit Hikes for 1Q24 as Smartphone Brands Maintain Strong Procurement Momentum

2023/12/12

DRAM , Smartphones

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According to the latest research conducted by global market intelligence firm TrendForce, Chinese smartphone brands proactively stocked up on components in 4Q23 and are now expected to maintain a relatively strong momentum...

DRAM Market Bulletin_20231206

2023/12/06

DRAM

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DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation...

Server DRAM Industry Analysis-4Q23

2023/12/05

DRAM , AI Server/HBM/Server

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Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...

Mobile DRAM Industry Analysis-4Q23

2023/12/05

DRAM , Smartphones

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With the completion of channel inventory adjustments, the smartphone industry has seen the return of strong peak-season momentum for device production and stock-up activities during 2H23...

DRAM Industry Analysis-4Q23

2023/12/05

DRAM

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For 3Q23, the revenue of the DRAM industry was US$13.48 billion, showing a QoQ growth of 18.0%. During 2H23, there has been a gradual recovery in demand...

Smartphone Production for 3Q23 Showed a QoQ Growth of 13% and an End to Trend of YoY Decline

2023/12/01

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that smartphone brands all experienced a declining trend in device production during the first half of this year due to the slowdown...

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