Memory & Storage

Mobile DRAM Industry Analysis-4Q24 | TrendForce

Mobile DRAM Industry Analysis-4Q24

Dec 06, 2024 | PDF

In 3Q24, global smartphone production totaled 306 million units, increasing by 7.0% compared with 2Q24 and remaining flat compared with the same period last year...

DRAM Industry Analysis-4Q24 | TrendForce

DRAM Industry Analysis-4Q24

Dec 06, 2024 | PDF

The DRAM industry’s revenue totaled US$26.02 billion for 3Q24, marking a QoQ increase of 13.6%. This growth was driven by rising contract prices...

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China | TrendForce

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Dec 03, 2024 | PDF

TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...

With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY | TrendForce

With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

Dec 03, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, the peak season in the second half of the year and the launch of new flagship models by...

Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24 | TrendForce

Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

Dec 02, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, entering the second half of the year, which is the traditional peak season, smartphone production in the third quarter r...

Server DIMM Price Nov. 2024 | TrendForce

Server DIMM Price Nov. 2024

Nov 29, 2024 | PDF

As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...

Specialty DRAM Price Nov. 2024 | TrendForce

Specialty DRAM Price Nov. 2024

Nov 29, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, demand remains relatively weak for end products...

DRAM Contract Price Nov. 2024 | TrendForce

DRAM Contract Price Nov. 2024

Nov 29, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs have engaged in discussions regarding insufficient procurement quantities in October...

DRAM Market Bulletin_20241127 | TrendForce

DRAM Market Bulletin_20241127

Nov 27, 2024 | PDF

Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5 | TrendForce

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

Nov 26, 2024 | PDF

TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 p...

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5 | TrendForce

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

Nov 26, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM | TrendForce

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Nov 21, 2024 | PDF

TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM | TrendForce

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Nov 21, 2024 | PDF

Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...

DRAM Market Bulletin_20241120 | TrendForce

DRAM Market Bulletin_20241120

Nov 20, 2024 | PDF

Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components | TrendForce

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

Nov 15, 2024 | PDF

Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...

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