Memory & Storage

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...

Mobile DRAM Revenue Registered Largest QoQ Decline on Record in 3Q22 and Reached New Quarterly Low Since 2016 as Suppliers Saw Plummeting Prices and Shipments

Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Global DRAM Revenue Fell by Nearly 30% QoQ for 3Q22 as Weakening Demand for End Products Caused DRAM Contract Prices and Shipments to Drop

Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18,187 million...

TrendForce Micro Mini LED Market Bulletin- 2022.11.09

DRAM Market Bulletin_20221109

Prices for 4Q22 contracts were mostly finalized in October. The QoQ decline in the overall DRAM ASP has now reached...

DRAM Market Bulletin_20221102

It is now the start of November, and the extent of the decline in prices for 4Q22 DRAM contracts have become clearer...

Server DIMM Price Oct. 2022

As indicated by the global market intelligence firm TrendForce, the negotiations among most buyers are maintained at a deadlocked status...

Specialty DRAM Price Oct. 2022

Global market intelligence firm TrendForce reports that as the DRAM market enters 4Q22, suppliers have been making further price concessions due to the ongoing growth in bit output...

DRAM Contract Price Oct. 2022

Global market intelligence firm TrendForce reports that the top three DRAM suppliers have been aggressive in providing PC OEMs with acceptable contract quotes since the beginning of October...

Mobile DRAM Contract Price 4Q22

As indicated by the survey of global market intelligence firm TrendForce, the decelerated intensity of procurement among brands for the purpose of regulating inventory that started since 3Q22 has now...

DRAM Market Bulletin_20221026

DRAM contract prices continue to slide. Prices of some PC DRAM transactions have fallen to almost...

DRAM Market Bulletin_20221019

Prices for 4Q22 server DRAM contract are still being negotiated, and suppliers continue to offer quotes. Negotiations have also revealed that suppliers are targeting North American CSPs with deals...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been g...