Memory & Storage

DRAM Market Bulletin_20250326

Mar 26, 2025 | PDF

The focus of the market is gradually shifting to negotiations for 2Q25 contracts. Currently, suppliers’ initial quotes indicate a flat to slightly upward trend...

NAND Flash Market Bulletin_20250326

Mar 26, 2025 | PPT

Suppliers are generally reluctant towards selling for 2Q25 amidst the strong sentiment of price hikes, and are thus unable to fully tend to clients’ demand...

Major Memory Suppliers Accelerate Reduction of DDR4 DRAM Output as Demand Shrinks Due to Intensifying Price Competition

Mar 21, 2025 | PDF

According to global market intelligence firm TrendForce, the memory demand related to consumer electronics such as PCs and smartphones was rather weak in 2H24...

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

Mar 19, 2025 | PDF

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA provided updates to several of its cloud...

DRAM Market Bulletin_20250319

Mar 19, 2025 | PDF

TrendForce believes that memory demand in 1Q25 has been stronger than expected, aiding in inventory reduction...

NAND Flash Market Bulletin_20250319

Mar 19, 2025 | PDF

Suppliers and module houses, who are reluctant to sell their products, are mostly implementing controls on product availability, aside from executing production cuts...

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Mar 18, 2025 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, brands of various end products decided to ship out their products in advance during 1Q25 due to...

HBM Market Bulletin_20250317

Mar 17, 2025 | PDF

This month’s HBM Bulletin focuses on the changes to HBM market share of each supplier in 2025. Samsung, who has been prohibited by...

Samsung Expedites Adoption of Hybrid Bonding through YMTC’s Patent Authorization as AI Demands Better Transmission Performance

Mar 13, 2025 | PDF

The booming progression of AI has prompted the demand for increasing performance of storage devices...

DRAM Market Bulletin_20250312

Mar 12, 2025 | PDF

Samsung continues to raise the prices of LPDDR5X solutions for the Chinese market and its own branded smartphones...

NAND Flash Market Bulletin_20250312

Mar 12, 2025 | PDF

Suppliers’ production cuts have started exerting effectiveness as seen from the recent rebound of spot prices, where clients are also exhibiting increasing willingness in purchases for 2Q25...

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Mar 11, 2025 | PDF

"TrendForce reports that due to the continuous growth in demand for LPDDR5X, coupled with supply failing to meet demand, prices for this type of mobile DRAM may rebound earlier than expec...

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Mar 11, 2025 | PDF

As indicated by the survey of global market intelligence firm TrendForce, supply and demand of the mobile DRAM market could see an early subversion in 2025 primarily due to...

Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

Mar 11, 2025 | PDF

According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...

Server DRAM Industry Analysis－1Q25

Mar 07, 2025 | PDF

Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q...