Memory & Storage

DRAM Market Bulletin_20231129

Nov 29, 2023 | PDF

Prices for 4Q23 DRAM contracts have mostly risen noticeably, but the transaction momentum is at its slowest in the server DRAM segment...

NAND Flash Market Bulletin_20231129

Nov 29, 2023 | PDF

Enterprise SSD from the server field remains as the end product with the lowest transaction momentum, despite significant increment in overall 4Q23 contract prices...

Mobile DRAM Revenue Surpassed Expectations in 3Q23 Thanks to Moderation of QoQ Price Decline and Increase in Bit Shipments

Nov 28, 2023 | PDF

Global market intelligence firm TrendForce reports that the downswing of DRAM prices moderated significantly during 3Q23. At that same time, smartphone brands became...

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders

Nov 28, 2023 | PDF

Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...

NAND Flash Revenue Rose by 2.9% QoQ for 3Q23 as Suppliers’ Production Cuts Encouraged Buyers in Consumer Application Segments to Start Raising Procurement Volumes at End of Quarter

Nov 24, 2023 | PDF

According to TrendForce’s latest research, the NAND Flash industry experienced a turning point in 3Q23. Initially, NAND Flash buyers maintained a cautious approach to inventory management...

DRAM Industry’s Revenue Rose by Nearly 20% QoQ for 3Q23 as Bottom-out of Prices Drove Buyers to Initiate Procurement Activities

Nov 24, 2023 | PDF

According to TrendForce’s latest research, the total revenue of the DRAM industry for 3Q23 came to US$13.48 billion, marking a QoQ increase of 18.0%...

Server Market Report_4Q23

Nov 24, 2023 | PDF

Global Server Market – Performance in 4Q23 and Outlook for 1Q24 Development of Server Brands and CSPs Development of Taiwanese Server OEMs and Key Supply Chains TRI’s View

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024

Nov 20, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...

Mobile DRAM Saw 18-23% QoQ Growth in 4Q23 Contract Prices under Buyers’ Urgent Procurements

Nov 17, 2023 | PDF

TrendForce’s latest survey shows that contract prices for mobile DRAM have been successively finalized having entered November...

NAND Flash Market Bulletin_20231115

Nov 15, 2023 | PDF

Module houses are more willing in proposing larger subsequent demand in response to the ongoing production cuts among suppliers...

DRAM Market Bulletin_20231115

Nov 15, 2023 | PDF

Contract negotiations are still ongoing, with agreements being noticeably harder to reach in the server DRAM segment...

DRAM Market Bulletin_20231108

Nov 08, 2023 | PDF

It is now the start of November, and contract negotiations are still ongoing. SK hynix is observed to have obtained higher transaction prices for DRAM products compared with the other major memory sup...

NAND Flash Market Bulletin_20231108

Nov 08, 2023 | PDF

Negotiations for the 4Q23 contract prices of various products are almost concluded, except a stalemate between several suppliers and their corresponding clients...

Forecast on Dynamics of AI Server and HBM Markets in 2024

Nov 06, 2023 | PDF

Forecast on AI Server Market in 2024 Developments in AI Server Supply Chain Market Outlook for HBM Solutions Used in AI Servers Key Takeaways

SSD Shipment among Global Channels Reached 114 Million Units in 2022 at 10.7% YoY Drop

Nov 02, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the SSD market had accelerated in deterioration under the turmoil of global politics in 2022...