Memory & Storage

NAND Flash Revenue Rose Sharply by Nearly 30% QoQ for 1Q24 Due to Another 27% QoQ Increase in Overall ASP and Strong Restocking Demand That Was Carried over from 4Q24

May 24, 2024 | PDF

Global market intelligence firm TrendForce reports that electronics OEMs increased NAND Flash procurement quantity in 1Q24 as they wanted to build up their inventories at low prices...

Total DRAM Revenue for 1Q24 Showed QoQ Growth of 5.1% as Rise of Contract Prices Offset Seasonality

May 23, 2024 | PDF

According to the latest research by the global market intelligence firm TrendForce, the total revenue of the DRAM industry for 1Q24 came to US$18.35 billion...

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

May 22, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

DRAM Market Bulletin_20240522

May 22, 2024 | PDF

In the mobile DRAM segment, smartphone brands have been hesitant to accept the quotes that were offered by DRAM suppliers at the start of this second quarter and show QoQ hikes of 15-20%...

NAND Flash Market Bulletin_20240522

May 22, 2024 | PDF

It has not been easy for wafers to ascend in prices this month as consumer product brands are maintaining their conservativeness towards 2H24 demand...

DRAM Market Bulletin_20240515

May 15, 2024 | PDF

Contract quotes continue to climb, but the overall transaction volume has not increased significantly in the current month of May...

NAND Flash Market Bulletin_20240515

May 15, 2024 | PDF

The client end is forced to accept the increase of 2Q24 contract prices, despite poor demand from the consumer market...

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

May 13, 2024 | PDF

According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

DRAM Market Bulletin_20240508

May 08, 2024 | PDF

In the server DRAM segment, suppliers and buyers are at an impasse over contract prices. Some suppliers presented quotes that were too high for buyers...

NAND Flash Market Bulletin_20240508

May 08, 2024 | PDF

Enterprise and PC SSD have come to an increase of more than 20% in average contract prices for 2Q24 after a month of negotiations on various end products...

2024 AI Server and HBM Market Dynamics and Forecast

May 02, 2024 | PDF

2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways

Mobile DRAM Contract Price 2Q24

Apr 30, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, contract prices of mobile DRAM have been successively released for various application fields as impacts from the 403 earthqua...

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

Apr 30, 2024 | PDF

According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

Contract Prices of Memory Products Have Registered Larger-than-Expected Price Hikes in 2Q24, Reflecting a Shift in Buyers’ Mindset

Apr 30, 2024 | PDF

According to the latest investigation by the global market intelligence firm TrendForce, as the memory market enters 2Q24 and in the aftermath of Taiwan's earthquake on April 3rd, some PC OEMs ha...

NAND Flash Wafer Contract Price Apr. 2024

Apr 30, 2024 | PDF

Consumers of the retail market are becoming conservative in consumption due to factors such as China’s enervated economy, regional conflicts and warfare, and the ongoing inflation...