Memory & Storage

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design | TrendForce

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

Apr 18, 2023 | PDF

Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

DRAM Market Bulletin_20230412 | TrendForce

DRAM Market Bulletin_20230412

Apr 12, 2023 | PDF

Moving into 2Q23, Samsung’s latest announcement on its unprecedented production cut has yet to take effect on the demand side of the market...

NAND Flash Market Bulletin_20230412 | TrendForce

NAND Flash Market Bulletin_20230412

Apr 12, 2023 | PDF

As negotiation on 2Q23 contract prices began, prices are seen dropping continuously with Samsung having yet to implement an actual production cut...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products | TrendForce

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

Apr 11, 2023 | PDF

TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China | TrendForce

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China | TrendForce

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites | TrendForce

To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites

Mar 31, 2023 | PDF

Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...

Specialty DRAM Price Mar. 2023 | TrendForce

Specialty DRAM Price Mar. 2023

Mar 31, 2023 | PDF

According to TrendForce’s survey of the consumer DRAM market for March, only networking device manufacturers were willing to continue to release a marginal amount of procurement demand as shipments of...

NAND Flash Contract Price Mar. 2023 | TrendForce

NAND Flash Contract Price Mar. 2023

Mar 31, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, market dynamics are still at a standstill under a relatively low frequency of transactions and smaller orders between market p...

DRAM Contract Price Mar. 2023 | TrendForce

DRAM Contract Price Mar. 2023

Mar 31, 2023 | PDF

Global market intelligence firm TrendForce reports that in the DRAM market, suppliers and buyers have mostly shifted their attention to 2Q23 contracts...

NAND Flash Wafer Contract Price Mar. 2023 | TrendForce

NAND Flash Wafer Contract Price Mar. 2023

Mar 31, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, average concluded prices of wafers saw an apparent reduction this month at an average of 12% for mainstream 512Gb TLC wafer...

Server DIMM Price Mar. 2023 | TrendForce

Server DIMM Price Mar. 2023

Mar 31, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...

DRAM Market Bulletin_20230329 | TrendForce

DRAM Market Bulletin_20230329

Mar 29, 2023 | PDF

So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...

NAND Flash Market Bulletin_20230329 | TrendForce

NAND Flash Market Bulletin_20230329

Mar 29, 2023 | PDF

Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10% | TrendForce

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

Mar 23, 2023 | PDF

Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

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