DRAMeXchange 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.
Service covers as below :
•Capacity –Limited Incremental Growth Persists in Each Quarter of 2022
•Capacity – Major Suppliers Continue to Convert Obsolete Capacity Away
•DDR5 Penetration – by Each Application in 2022
•DDR5 Penetration – Die Size Differences Between DDR5 and Current Ones
•2022 Geometry – Major Nodes Are Shifting to 1Znm and 1αnm Nanometers with EUV Involved
•Bit Growth Calculation – by Each Suppliers in 2022
•New Entrance – Update on Chinese Players
•New Entrance – Chinese Production and Market Share
•Supply Side Round Up
•Application Productions – Server Continues to be Consumption Drivers with Blooming New Applications
•Momentum among Contending Applications – Server/Automotive Show Strength
•Server CPU Platform Transition Drives DRAM Growth
•Demand Bit Growth – Comparison between Each Application
•Demand Side Round Up
•Over Time Demand/Supply Bit Growth and TrendForce’s Forecast
•Sufficiency – Tight Supply Expected in 2022
•Price Projection – Limited Supply Continues to Drive ASP to Increase
•Conclusions and Summaries