TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Regarding negotiations for contract prices of various NAND Flash products having entered mid-4Q24, both enterprise SSD and client SSD have reached their first edition of quotations...
Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Orientations of AI Server Supply Chain in 2024 & 2025 TRI’s View
As HBM advances to the latest HBM3e generation, both capacity and sales price have increased, which has subsequently contributed to the growth of DRAM revenue...
In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...
Consumer products from various markets are seeing a QoQ improvement in sales performance after entering the festival season of 4Q24 thanks to e-commerce promotions...
TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...
TrendForce reports that it is now a key moment for negotiating Q4 2024 contract prices. Prices of DDR4 and LPDDR4X products, which are made with mature processes...
TrendForce indicates that SK hynix has launched the industry's first HBM3e 16hi product, boosting maximum bit capacity to 384GB. This move aims to address the demand for higher-capacity HBM....
At the SK AI Summit 2024 on November 4th, SK hynix unveiled its HBM3e 16hi product that is currently under development. Each “cube” of this HBM3e 16hi product holds 48GB...
Not only is CXMT supplying abundant amounts of DDR4 and LPDDR4X products, but the prices of LPDDR5X solutions used in smartphones have also started to drop starting in this fourth quarter...
Revisions for purchase orders of consumer products are ongoing, where end clients, due to the weak momentum in the supposedly peak season...
