Memory & Storage

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious | TrendForce

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious

Nov 17, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...

Micron Helped Slightly Raise Global DRAM Revenue for 3Q20; Rising Shipments and Falling Prices Affected Performances | TrendForce

Micron Helped Slightly Raise Global DRAM Revenue for 3Q20; Rising Shipments and Falling Prices Affected Performances

Nov 13, 2020 | PDF

TrendForce’s analysis of the DRAM market for 3Q20 finds that DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from the second half of August to mid-September...

DRAM Market Bulletin_20201111 | TrendForce

DRAM Market Bulletin_20201111

Nov 11, 2020 | PDF

Entering November, the DRAM market as a whole is still experiencing weakening demand. Contract prices will remain on the slide from October...

Specialty DRAM Price Oct. 2020 | TrendForce

Specialty DRAM Price Oct. 2020

Oct 30, 2020 | PDF

TrendForce’s analysis of specialty (consumer) DRAM market for October finds that contract prices are again under the dictate of the structural supply/demand dynamics...

Server DIMM Price Oct. 2020 | TrendForce

Server DIMM Price Oct. 2020

Oct 30, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the 4Q20 prices of Server DRAM will experience profound difficulties in negotiation...

DRAM Contract Price Oct. 2020 | TrendForce

DRAM Contract Price Oct. 2020

Oct 30, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, most contract prices of PC DRAM in the existing phase are negotiated based on a “quarterly” structure as mentioned in the prev...

DRAM Market Bulletin_20201028 | TrendForce

DRAM Market Bulletin_20201028

Oct 28, 2020 | PDF

Following up on the survey of contract transactions in the previous edition of the bulletin, TrendForce finds that most 4Q20 deals for server DRAM products...

Mobile DRAM Contract Price_4Q20 | TrendForce

Mobile DRAM Contract Price_4Q20

Oct 27, 2020 | PDF

TrendForce’s latest research finds that the global smartphone market has notably recovered from the impact of the COVID-19 pandemic during 2H20 because governments are easing measures for containing t...

Few Suppliers Secured the License for Exporting to Huawei, but the Only Approved Memory Items Are Intel SSDs | TrendForce

Few Suppliers Secured the License for Exporting to Huawei, but the Only Approved Memory Items Are Intel SSDs

Oct 26, 2020 | PDF

Global market intelligence firm TrendForce reports that Huawei and its IC design subsidiary HiSilicon were formally cut off from their supply of semiconductor components in mid-September when the late...

DRAM Market Bulletin_20201021 | TrendForce

DRAM Market Bulletin_20201021

Oct 21, 2020 | PDF

Negotiations over PC DRAM contracts for 4Q20 are mostly finalized. The average contract price of 8GB PC DRAM modules has come to...

DRAM Market Bulletin_20201014 | TrendForce

DRAM Market Bulletin_20201014

Oct 14, 2020 | PDF

Negotiations over 4Q20 contracts are still in the critical phase. Transactions involving PC DRAM products are showing a QoQ price...

Specialty DRAM Price Sep. 2020 | TrendForce

Specialty DRAM Price Sep. 2020

Sep 30, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, Huawei’s amplified purchase intensity due to the reinforced sanction imposed on the company by the federal government of the U...

Server DIMM Price Sep. 2020 | TrendForce

Server DIMM Price Sep. 2020

Sep 30, 2020 | PDF

As indicated by global market intelligence firm TrendForce, the pressure in inventory reduction for Server DRAM persists for CSPs and OEMs...

DRAM Contract Price Sep. 2020 | TrendForce

DRAM Contract Price Sep. 2020

Sep 30, 2020 | PDF

As reported by TrendForce in the previous update on DRAM contract prices, negotiations over PC DRAM prices are still mostly...

DRAM Market Bulletin_20200930 | TrendForce

DRAM Market Bulletin_20200930

Sep 30, 2020 | PDF

Negotiations over 4Q20 contracts have now entered a critical phase. DRAM suppliers and their customers are noticeably apart on prices...

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