Memory & Storage

Restocking Activities Are Poised to Begin in Upstream of Supply Chain and Server Market Is in Peak Season; Global Server Shipments Will Show QoQ Growth for 2Q24 and 3Q24

Jun 25, 2024 | PDF

According to TrendForce’s latest survey of the supply chain, as AI-related investments account for an increasing share of enterprises’ budgets...

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

Jun 24, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, there has been a demand recovery in the market for general-purpose servers, causing buyers of server memory products to...

DRAM Market Bulletin_20240619

Jun 19, 2024 | PDF

For 3Q24, TrendForce now forecasts that contract prices of DDR5 server DRAM products will rise by 8-13% QoQ, a larger increase compared with the previous projection...

DRAM Market Bulletin_20240612

Jun 12, 2024 | PDF

With 2Q24 drawing to an end, shipment bit is projected at a QoQ drop of 10-15%, despite established consensus towards price hikes...

Micron Plans to Invest a New Fab in Hiroshima, Which Is Scheduled to Begin Operation in 2027 and Will Focus on HBM

Jun 11, 2024 | PDF

According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...

Mobile DRAM Industry Analysis－2Q24

Jun 04, 2024 | PDF

Global smartphone production totaled 296 million units for 1Q24, marking a YoY increase of 18.7%. In 1Q23, excess channel inventory caused downward corrections to...

DRAM Industry Analysis－2Q24

Jun 04, 2024 | PDF

DRAM industry’s total revenue for 1Q24 came to US$18.35 billion, marking a QoQ increase of 5.1%. In 1Q24, contract prices of mainstream DRAM products kept rising and registered larger QoQ hikes...

Smartphone Production Showed Significant YoY Growth in 1Q24 Due to Low Base for Comparison

May 31, 2024 | PDF

Global market intelligence firm TrendForce reports that global smartphone production rose by 18.7% YoY to 296 million units for 1Q24. At the start of 2023...

Server DRAM Industry Analysis－2Q24

May 31, 2024 | PDF

Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...

Server DIMM Price May 2024

May 31, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...

Specialty DRAM Price May 2024

May 31, 2024 | PDF

Global market intelligence firm TrendForce reports that in the consumer DRAM segment, most buyers have already accumulated sufficient inventory...

DRAM Contract Price May 2024

May 31, 2024 | PDF

Global market intelligence firm TrendForce reports that most PC OEMs and DRAM suppliers completed their 2Q24 contracts in the second half of April...

Total Mobile DRAM Revenue Rose by 13.9% for 1Q24 Thanks to Ongoing Rally of Contract Prices

May 31, 2024 | PDF

Global market intelligence firm TrendForce reports that smartphone brands had mostly finished with stocking mobile DRAM components at low prices before the start of the Lunar New Year holiday...

Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

May 30, 2024 | PDF

The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

DRAM Market Bulletin_20240529

May 29, 2024 | PDF

Continuing from last week, contract negotiations are still ongoing in the server DRAM segment. Looking ahead to 3Q24, the QoQ hikes in contract prices of conventional DRAM products are projected to...