Research Reports


DRAM


Mobile DRAM Contract Price_4Q21

2021/10/26

DRAM

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Global market intelligence firm TrendForce reports that the shifting situation with the COVID-19 pandemic and the shortages of certain key components continue to constrain smartphone production as this year approaches its end...

Micron Reportedly Plans to Build a New Fab in Hiroshima so as to Acquire Capacity for EUV-Based DRAM Production in 2024

2021/10/20

DRAM

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Japanese news agencies have reported that major US-based DRAM supplier Micron is planning to build a new DRAM fab near its existing DRAM fab in Hiroshima...

DRAM Market Bulletin_20211020

2021/10/20

DRAM

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It is now the second half of October, and negotiations for 4Q21 contracts are in a gridlock as TrendForce had anticipated earlier. DRAM suppliers are currently offering quotes only to Tier-1 clients...

ASP of Server DRAM Begins to Fall; Price Cycle Shortens but Decline Will Be Within Historical Range

2021/10/13

DRAM

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Global market intelligence firm TrendForce reports that server DRAM prices already reached their peak for this cyclical upturn (i.e., around US$160)...

ASP of Server DRAM Begins to Fall; Price Cycle Shortens but Decline Will Be Within Historical Range

2021/10/13

DRAM

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Global market intelligence firm TrendForce reports that server DRAM prices already reached their peak for this cyclical upturn (i.e., around US$160)...

China's Semiconductor Development Report-2H21

2021/10/08

DRAM , NAND Flash

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Amid the hustling and bustling of China's semiconductor market, punctuated by M&As and groundbreaking for new factories, the DRAM market has stood out, as numerous parties scramble to step into the field, to tape its huge potential. Since 2016, the global market has gone a long way, in both supply and demand sides, offering handsome opportunities but also posing grave challenge to newcomers, especially Chinese ones. Observers are watching closely the impact of the launch of Chinese latecomers' capacities, beginning in 2018 as scheduled, on the DRAM and NAND Flash markets. After extensive study of Chinese DRAM suppliers, TrendForce offers analysis of their potential impact on the market from various aspects.

DRAM Market Bulletin_20211006

2021/10/06

DRAM

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Contract prices were flat in September because there were no tangible transactions. Presently, DRAM suppliers and their clients have shifted their attention wholly onto quarterly contracts...

DRAM Longer Term Projection_3Q21

2021/10/05

DRAM

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TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

DRAM Contract Price Sep. 2021

2021/09/30

DRAM

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The latest survey of PC DRAM prices by global market intelligence firm TrendForce finds that there were no further changes in contract prices in September...

Server DIMM Price Sep. 2021

2021/09/30

DRAM

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As indicated by the global market intelligence firm TrendForce, several suppliers only concluded the negotiation for server DRAM contract prices in late August due to the inability of reaching a consensus between market participants...