Research Reports


DRAM Research Reports


DRAM Market Bulletin_20200527

2020/05/27

DRAM

 PDF

Contract negotiations for May have entered the critical phase this week. As the DRAM supply/demand dynamics on the...

Server DRAM Industry Analysis-2Q20

2020/05/26

DRAM , AI Server/HBM/Server

 PDF

In 1Q20, server DRAM demand saw a significant year-on-year increase due mainly to three reasons: 1) Apart from the fact that contract prices hit...

Mobile DRAM Industry Analysis-2Q20

2020/05/25

DRAM , Smartphones

 PDF

Global smartphone production in 1Q20 fell by 10% YoY to around 280 million units...

Server DRAM Prices Will Not Rise as Much as Projected Earlier for 2H20 Due to Shifts in Market Dynamics

2020/05/22

DRAM , AI Server/HBM/Server

 PDF

TrendForce’s latest analysis of the Server DRAM market finds that the global spread of the COVID-19 outbreak in 1Q20 has caused significant uncertainties across the server supply chain...

DRAM Industry Analysis-2Q20

2020/05/21

DRAM

 PDF

Having gone through inventory adjustments for several quarters in 2019, DRAM officially entered the price inflation cycle in the beginning of 2020. As suppliers are properly selling their inventory...

DRAM Market Bulletin_20200520

2020/05/20

DRAM

 PDF

Contract prices have kept rising in 2Q20 with 8GB DDR4 PC DRAM modules now trading at US$28.3 on average...

New US Rules Affect Huawei’s Supply Chain but Have No Tangible Impact on the Memory Market for Now

2020/05/18

DRAM , NAND Flash

 PDF

The Industry and Security Bureau of the US Department of Commerce announced an expansion of the trade restrictions against the Chinese technology giant Huawei on May 15...

Server DRAM Revenue of the Top Three Suppliers Rose Against Seasonal Headwinds by 1.4% QoQ for 1Q20

2020/05/14

DRAM , AI Server/HBM/Server

 PDF

TrendForce’s analysis of the Server DRAM market for 1Q20 finds that the procurement demand from server manufacturers and cloud service providers...

1Q20 Mobile DRAM Revenue Falls 16.7% Due to Seasonality and COVID-19; Further Drops Possible in Future

2020/05/14

DRAM , Smartphones

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the COVID-19 pandemic has resulted a QoQ...

Demand for Graphics DRAM Continues to Elevate under Successive Releases of New Graphics Cards and Gaming Consoles

2020/05/13

DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the COVID-19 pandemic has impacted the entire world by resulting in overall economic deterioration...

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