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Research Reports
2023-09-13
Weekly
DRAM Market Bulletin
Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...
Analysts |
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Ken Kuo |
Avril Wu |
Ellie Wang |
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DRAM suppliers and buyers have already begun negotiating prices for fourth-quarter contracts. With the exception of server DRAM, the consensus for most other DRAM product categories is that it is difficult to produce further price concessions...
As mentioned earlier, the pace of transactions in the server DRAM segment has been relatively slow due to a lack of consensus on prices between buyers and suppliers...
Contracts for 3Q23 are being finalized. The percentage of completed transactions is still relatively low in the server DRAM segment, whereas transactions are mostly done in the PC DRAM segment...
Foundry ProjectlFoundry Project Quarterly Datasheet The industry’s latest market revenue updates, capacity utilization rates, and technological developments. Including the world’s major regions (China, US, Taiwan, Korea, Japan, etc.) and leading wafer manufacturers (including, but not limited to: TSMC, UMC, Samsung and SMIC etc.). Also provides you major foundry client’s wafer input in advanced technology process. lFoundry Project Biweekly Market Bulletin We will provide an update on each wafer manufacturers status on the biweekly basis lSpecial Report First-hand information for un-expecting issue and our point of view on the market news update. lAnalyst Consulting Service Members could schedule quarterly conference call with DRAMeXchange Analysts. lBusiness Visiting Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts. |
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Report Content:
First-hand information for un-expecting issue and our point of view on the market news update.
We will provide an update on each wafer manufacturers status on the biweekly basis
MLCC PackageAfter years of in-depth research on the markets for memory, semiconductor components, and optoelectronic products, the TrendForce research team is now extending its coverage to the market for multilayer ceramic capacitors (MLCCs). The end products and applications that support research in this field include smartphones, tablet, PCs (laptops), monitor, TVs, servers, gaming devices, automotive electronics, etc. Moreover, the depth of the research encompasses many levels. In addition to the price tracking and market analysis of MLCCs and production-related materials, TrendForce also closely studies the dynamics of the whole MLCC industry. This package provides companies in various sectors with vital data and insights so that they can fully grasp the major market trends and develop a more farsighted strategy with respect to product development, supply chain management, etc. |
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Report Content:
CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends and inventory statuses of production-related materials.
TrendForce provides biweekly reports that update its members on the latest developments in the MLCC market.
Regarding MLCC price information, TrendForce lists sizes, key commodity specs, and mainstream applications (smartphones, PCs/laptops, servers, gaming devices, and automotive electronics). Prices of MLCC products are constantly being tracked and updated on a monthly basis.
The report provides an analysis and explanation on the differences among MLCC suppliers with respect to the main data indicators as well as a forecast on the situation of the MLCC industry for the next quarter.
Mobile PackageMobile Package Service covers as below :
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Read a Sample Report: 20210120_164141_mobilepackage.zip |
Report Content:
Mobile DRAM Contract Price Quarterly Update; eMMC/UFS Contract Price Quarterly Update.
Quarterly Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Semiconductor Research offers an additional purchase which only applies to the above Mobile Package members, a comprehensive market update on the Mobile market momentum.
We also provide our point of view on the instant hot topic analysis on the biweekly basis.
*At least 20 publication reports in a year.
Smartphone Market DecodeTrendForce, a global market intelligence firm for the technology sector, proudly presents “Smartphone Market Decode” – a quarterly research report that draws from the best resources and analyses from the company’s elite researchers. This work represents the synergy of the following teams under our wings: the Department of Semiconductor Research, the Department of Display Research, and the divisions at TRI for the study of advanced technologies. |
Update Frequency: Quarterly Format: PDF Read a Sample Report: 20200210_135838_smartphone market decode.zip |
Report Content:
Server DRAM PackageServer DRAM Package Service covers as below :
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Read a Sample Report: 20210120_163945_serverdram.zip |
Report Content:
Quarterly Server DRAM latest market revenue/output update.
Monthly Server DRAM Contract Price update
Server Diamond DatasheetTrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
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Update Frequency: Quarterly Format: EXCEL Read a Sample Report: 20210331_100510_serverdiamonddatasheetsample.xlsx |
Report Content:
Enterprise SSD PackageEnterprise SSD Package Service covers as below :
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Read a Sample Report: 20210120_164025_enteprisessd.zip |
Report Content:
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers.
Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.
The Enterprise SSD contract prices are covering North America, Japan, Europe, and other markets and generally derived from the quarterly negotiations between enterprise SSD markets.
SSD PackageSSD Package Service covers as below :
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Read a Sample Report: 20210120_163824_ssdpackage.zip |
Report Content:
The worldwide PC-Client OEM SSD contract prices are generally derived from the quarterly negotiations between SSD suppliers and top tier OEM/ODMs.
WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan and EU.
SSD Datasheet provides you with latest SSD density and shipment forecast in PC, server, disk on module and MID market.
SLC NAND Flash DatasheetBesides the mainstream market segments, DRAMeXchange also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market. |
Update Frequency: Quarterly Format: EXCEL Read a Sample Report: 20210120_164406_slcnandflashdatasheetsample.xlsx |
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NAND Flash Wafer Contract PriceNAND Flash Wafer Price Service covers as below :
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Format: PDF Read a Sample Report: 20210120_164557_trendforce-nandflashwafercontractpricesample.pdf |
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NAND Flash DiamondNAND Flash Diamond member will receive all data including NAND Flash Platinum membership coverage. NAND Flash Diamond Service covers as below :
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Read a Sample Report: 20210120_164923_nandflashplatinum.zip |
Report Content:
NAND Flash PlatinumNAND Flash Platinum member will receive all data including Silver and Gold membership coverage. NAND Flash Platinum Service covers as below :
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Read a Sample Report: 20210120_165042_nandflashplatinum.zip |
Report Content:
Extra Report for NAND Flash
It only applies to the above NAND Flash Platinum members, a comprehensive market update on the Contract, Spot and the NAND Flash market momentum.
We also provide our point of view on the instant hot topic analysis on a weekly basis.
Consumer DRAM DatasheetConsumer DRAM Datasheet Service covers as below :
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Update Frequency: Quarterly Format: EXCEL Read a Sample Report: 20210120_164329_2021dramexchangemembershipintroductionkit.pdf |
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DRAM DiamondDRAM Diamond member will receive all data including DRAM Platinum membership coverage. DRAM Diamond Service covers as below :
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Read a Sample Report: 20210120_164958_dramplatinum.zip |
Report Content:
DRAM PlatinumDRAM Platinum member will receive all data including Silver and Gold membership coverage. DRAM Platinum Service covers as below :
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Read a Sample Report: 20200210_114128_dram platinum.zip |
Report Content:
Extra Report for DRAM
It only applies to the above DRAM Platinum members, a comprehensive market update on the Contract, Spot and the DRAM market momentum.
We also provide our point of view on the instant hot topic analysis on a weekly basis.
Memory DiamondMemory Diamond member will receive all data including Memory Platinum membership coverage. Memory Diamond Service covers as below :
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Read a Sample Report: 20210120_163739_memoryplatinum.zip |
Report Content:
Memory PlatinumMemory Platinum members will receive all data including Silver and Gold membership coverage. Memory Platinum Service covers as below :
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Read a Sample Report: 20210120_164704_memoryplatinum.zip |
Report Content:
Extra Report for DRAM/NAND Flash
GoldGold membership is the value-added membership that advances from Silver membership, Gold membership will enjoy all Silver membership Package and other services as below :
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Format: PDF Read a Sample Report: 20210120_163043_gold.zip |
Report Content:
SilverAs DRAMeXchange Silver Membership, you are allowed to assess our services below:
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Report Content:
AI Server PackageAI Server Package Service covers as below :
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Report Content:
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.
The content of it is as follows:
(Publish time: The end of March., June, Sep., Dec.)
The report provides a comprehensive analysis and AI chips and AI Server on the differences among AI Server suppliers with respect to the main data indicators or key market trend changes as well as a forecast till 2024 on the situation of AI Server industry by quarter. (Publish time: The end of March., June, Sep., Dec.)
Additional fee:
Single Purchase at USD 7,700/year
Additional fee at USD 5,500/year
(Upgrade from the Server DRAM Package)
Language:
English / Chinese / Simple Chinese
Format:
Frequency:
Thursday of the published week
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