The DRAM industry generated US$27.01 billion in revenue for 1Q25, marking a QoQ decline of 5.5%...
As indicated by the survey of global market intelligence firm TrendForce, PC OEMs are exhibiting increasingly strong intention in ensuring the availability of their products...
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggress...
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
Moving into 2Q25, US tariff policies have disrupted the existing flow of orders. Contract prices of NAND Flash wafers began to rebound in March because...
Global market intelligence firm TrendForce reports that most DRAM suppliers and PC OEMs finalized 2Q25 contract prices for DDR4 products in late April...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...
Global market intelligence firm TrendForce reports that there have been significant shifts in prices of DDR4 DRAM products over the past month...
Wafer prices began rising since March this year, with mainstream large-capacity wafers having accumulated an approximate increase of 19% within two months...
As indicated by the survey of global market intelligence firm TrendForce, SLC and MLC prices continued to rise throughout May...
Global market intelligence firm TrendForce reports that despite pressures from declining contract prices and tepid demand for end-products...
Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...
Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...
Supply is still tight in the contract market in 2Q25. Fulfillment rates are in insufficient for all product categories, including DDR5, DDR4, LPDDR5x, and graphics DRAM...
"According to TrendForce’s latest report, in response to new US export restrictions, NVIDIA plans to launch a downgraded version of the RTX PRO 6000 for the Chinese market, featuring GDDR7 DR...
