Research Reports


DRAM


With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024/05/13

DRAM , AI Server/HBM/Server

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According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

Server Market Bulletin_20240509

2024/05/09

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...

DRAM Market Bulletin_20240508

2024/05/08

DRAM

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In the server DRAM segment, suppliers and buyers are at an impasse over contract prices. Some suppliers presented quotes that were too high for buyers...

Mobile DRAM Contract Price 2Q24

2024/04/30

DRAM , NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, contract prices of mobile DRAM have been successively released for various application fields as impacts from the 403 earthquake gradually subside, with a larger degree of confirmation seen between the two South Korean suppliers...

Contract Prices of Memory Products Have Registered Larger-than-Expected Price Hikes in 2Q24, Reflecting a Shift in Buyers’ Mindset

2024/04/30

DRAM , NAND Flash

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According to the latest investigation by the global market intelligence firm TrendForce, as the memory market enters 2Q24 and in the aftermath of Taiwan's earthquake on April 3rd, some PC OEMs have accepted significantly larger hikes in the ASPs of DRAM and NAND Flash due to special considerations related to recent events...

Server DIMM Price Apr. 2024

2024/04/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM are seeing a larger-than-expected increment generally due to the earthquake occurred on April 3rd. ...

eMMC/UFS Contract Price 2Q24

2024/04/30

DRAM , NAND Flash

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According to the latest research by the global market intelligence firm TrendForce, demand for components has slowed down across the smartphone supply chain. With an uncertain demand outlook for the second half of this year...

Specialty DRAM Price Apr. 2024

2024/04/30

DRAM

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Global market intelligence firm TrendForce reports that the consumer DRAM market had yet to see a notable turnaround in the demand for related end products in April...

DRAM Contract Price Apr. 2024 (update)

2024/04/30

DRAM

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According to the latest DRAM market survey by the global market intelligence firm TrendForce, there were sporadic reports of PC OEMs accepting a significant increase in the ASP of PC DRAM following Taiwan’s earthquake on April 3rd...

Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

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This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

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