Memory & Storage

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries | TrendForce

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Apr 03, 2024 | PDF

Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

DRAM Market Bulletin_20240403 | TrendForce

DRAM Market Bulletin_20240403

Apr 03, 2024 | PDF

Although suppliers and buyers have mainly focused on negotiating 2Q24 contracts, some price fluctuations still occurred in March. In particular, the server DRAM segment, which had previously experienc...

[Update] Server DIMM Price Mar. 2024 | TrendForce

[Update] Server DIMM Price Mar. 2024

Mar 29, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...

DRAM Contract Price Mar. 2024 | TrendForce

DRAM Contract Price Mar. 2024

Mar 29, 2024 | PDF

Global market intelligence firm TrendForce reports that PC DRAM contract prices have remained mostly flat this March as PC OEMs have already accepted significant price hikes when finalizing 1Q24 contr...

Specialty DRAM Price Mar. 2024 | TrendForce

Specialty DRAM Price Mar. 2024

Mar 29, 2024 | PDF

Global market intelligence firm TrendForce reports that the consumer DRAM market has been in a very different situation compared with the market for AI-related solutions...

DRAM Market Bulletin_20240327 | TrendForce

DRAM Market Bulletin_20240327

Mar 27, 2024 | PDF

As 1Q24 comes to an end, DRAM suppliers and buyers have begun negotiating prices for 2Q24 contracts. Quotes from suppliers currently show QoQ...

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility | TrendForce

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

Mar 20, 2024 | PDF

According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...

DRAM Market Bulletin_20240320 | TrendForce

DRAM Market Bulletin_20240320

Mar 20, 2024 | PDF

Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...

DRAM Market Bulletin_20240313 | TrendForce

DRAM Market Bulletin_20240313

Mar 13, 2024 | PDF

In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...

DDR5 Prices Could Undergo Revisions in 2H24 as Existing Demand Bit Fell Below Suppliers’ Expectations | TrendForce

DDR5 Prices Could Undergo Revisions in 2H24 as Existing Demand Bit Fell Below Suppliers’ Expectations

Mar 12, 2024 | PDF

As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...

Mobile DRAM Industry Analysis-1Q24 | TrendForce

Mobile DRAM Industry Analysis-1Q24

Mar 12, 2024 | PDF

Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...

DRAM Industry Analysis-1Q24 | TrendForce

DRAM Industry Analysis-1Q24

Mar 12, 2024 | PDF

Global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23. Besides an upswing in procurement demand...

Server DRAM Industry Analysis-1Q24 | TrendForce

Server DRAM Industry Analysis-1Q24

Mar 11, 2024 | PDF

The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

DRAM Market Bulletin_20240306 | TrendForce

DRAM Market Bulletin_20240306

Mar 06, 2024 | PDF

Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products | TrendForce

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

Mar 05, 2024 | PDF

According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand...

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