Memory & Storage

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD | TrendForce

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

Jun 28, 2022 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

DRAM Market Bulletin_20220622 | TrendForce

DRAM Market Bulletin_20220622

Jun 22, 2022 | PDF

The situation has not changed from the previous week: Suppliers and buyers have shifted their focus to 3Q22 contracts. According to TrendForce’s observation, a market consensus has emerged that...

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment | TrendForce

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment

Jun 21, 2022 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the server end is continuously confined by undersupplied materials amidst the supply chain issues of the industry that...

DRAM Market Bulletin_20220615 | TrendForce

DRAM Market Bulletin_20220615

Jun 15, 2022 | PDF

Regarding prices for 2Q22 contracts, there have been no further changes to the actual transaction prices as the end of this quarter is approaching...

DRAM Market Bulletin_20220601 | TrendForce

DRAM Market Bulletin_20220601

Jun 01, 2022 | PDF

Compared with last week, prices of some DRAM contracts have not shown a steeper decline. On the whole, QoQ drops in contract prices have come to just 0-5% for 2Q22...

Mobile DRAM Industry Analysis-2Q22 | TrendForce

Mobile DRAM Industry Analysis-2Q22

May 31, 2022 | PDF

Smartphone production totaled 310 million units for 1Q22, down by 12.8% QoQ. Smartphone brands posted weak production performances in 1Q22 because they were adjusting their channel inventories and fel...

Specialty DRAM Price May 2022 | TrendForce

Specialty DRAM Price May 2022

May 31, 2022 | PDF

TrendForce’s analysis of the developments in the DRAM market during May finds that DRAM demand as a whole continued to shrink from the previous month because of several factors...

Server DIMM Price May 2022 | TrendForce

Server DIMM Price May 2022

May 31, 2022 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the stalemate status from April had been carried over to May, where DRAM suppliers did not actively compromise on prices...

DRAM Contract Price May 2022 | TrendForce

DRAM Contract Price May 2022

May 31, 2022 | PDF

Global market intelligence firm TrendForce reports that the negotiations for 2Q22 PC DRAM contracts were mostly prolonged beyond April because DRAM suppliers and PC OEMs had difficulties in reaching a...

Decline in Contract Prices Caused Mobile DRAM Revenue to Drop Further by 7.8% QoQ for 1Q22 | TrendForce

Decline in Contract Prices Caused Mobile DRAM Revenue to Drop Further by 7.8% QoQ for 1Q22

May 30, 2022 | PDF

Global market intelligence firm TrendForce reports that the downturn in mobile DRAM contract prices began in 4Q21 as DRAM suppliers were facing mounting pressure related revenue targets and inventory...

DRAM Industry Analysis-2Q22 | TrendForce

DRAM Industry Analysis-2Q22

May 30, 2022 | PDF

Global DRAM revenue fell by 4.0% QoQ to US$24,035M for 1Q22. The decline was attributed to several factors...

Server DRAM Industry Analysis-2Q22 | TrendForce

Server DRAM Industry Analysis-2Q22

May 27, 2022 | PDF

Regarding the state of the server DRAM market in 1Q22, the slump phase of the price cycle entered its second quarter...

Global Smartphone Production Fell by 12.8% QoQ to 310 Million Units for 1Q22 as Weakening Demand Was Exacerbated by Seasonal Headwinds | TrendForce

Global Smartphone Production Fell by 12.8% QoQ to 310 Million Units for 1Q22 as Weakening Demand Was Exacerbated by Seasonal Headwinds

May 27, 2022 | PDF

Market intelligence firm TrendForce reports that smartphone brands raised their channel inventories for devices in 2021 as the COVID-19 pandemic caused delays in global logistics...

DRAM Market Bulletin_20220525 | TrendForce

DRAM Market Bulletin_20220525

May 25, 2022 | PDF

The update on the state of the contract market this week shows no significant changes from last week. Prices of 2Q22 contracts for PC DRAM and server DRAM products have registered...

Global NAND Flash Revenue Fell by 3.0% QoQ for 1Q22; NAND Flash Prices Kept Falling as COVID-19 Lockdowns and Military Conflict Impacted Consumer Demand | TrendForce

Global NAND Flash Revenue Fell by 3.0% QoQ for 1Q22; NAND Flash Prices Kept Falling as COVID-19 Lockdowns and Military Conflict Impacted Consumer Demand

May 20, 2022 | PDF

Global market intelligence firm TrendForce reports that the NAND Flash market shifted to oversupply in 1Q22 as NAND Flash suppliers had been making significant progress in allocating more production c...

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