Memory & Storage

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

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

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

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...

NAND Flash Wafer Contract Price Nov. 2024

Nov 29, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, wafer prices have dropped significantly in November compared to...

NAND Flash Contract Price Nov. 2024

Nov 29, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the client SSD market that utilizes SLC as the buffer zone has been...

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...

NAND Flash Market Bulletin_20241127

Nov 27, 2024 | PDF

Negotiations for wafer contracts are currently underway having entered November, though suppliers, who are pressurized by both year-end sales and ascending inventory...

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

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...

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

Nov 25, 2024 | PDF

TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppl...

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

Nov 25, 2024 | PDF

According to the latest research by market intelligence firm TrendForce, the enterprise SSD market continued to grow in 3Q24...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Nov 22, 2024 | PDF

TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Nov 22, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...

Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

Nov 22, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, the NAND Flash market in 3Q24 showed a complex situation...