Memory & Storage

Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts | TrendForce

Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts

May 26, 2023 | PDF

According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...

Enterprise SSD Revenue Shrank by Nearly 50% QoQ for 1Q23 as Weak Demand and Inventory Adjustments Caused ASP to Drop by More Than 15% QoQ | TrendForce

Enterprise SSD Revenue Shrank by Nearly 50% QoQ for 1Q23 as Weak Demand and Inventory Adjustments Caused ASP to Drop by More Than 15% QoQ

May 26, 2023 | PDF

According to global market intelligence firm TrendForce, high inflation caused companies across sectors to scale back capital expenditure for this year...

Dynamics of AI Server Market | TrendForce

Dynamics of AI Server Market

May 26, 2023 | PDF

1. Forecast on Global Server Market 2. Development Dynamics of AI Server Applications 3. Major Chip Suppliers and Shipment Ratio of AI Servers 4. Global Shipment and Estimated Ratio Changes of A...

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease | TrendForce

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease

May 25, 2023 | PDF

According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...

NVIDIA All-Time High in Data Center Revenue from AI Demand; TrendForce Estimates 40% AI Server Shipment Growth in 2023 | TrendForce

NVIDIA All-Time High in Data Center Revenue from AI Demand; TrendForce Estimates 40% AI Server Shipment Growth in 2023

May 25, 2023 | PDF

Global GPU supply leader NVIDIA announced its FY1Q24 (January 30th 2023 – April 30th 2023) financial report on May 24th, which indicates a revenue of US$7.192 billion at a QoQ increase of 19%...

Global NAND Flash Revenue for 1Q23 Showed QoQ Decline of 16.1% as Falling Demand Offset Effect of Suppliers’ Production Cuts | TrendForce

Global NAND Flash Revenue for 1Q23 Showed QoQ Decline of 16.1% as Falling Demand Offset Effect of Suppliers’ Production Cuts

May 25, 2023 | PDF

According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment | TrendForce

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment | TrendForce

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

May 24, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercompute...

NAND Flash Market Bulletin_20230524 | TrendForce

NAND Flash Market Bulletin_20230524

May 24, 2023 | PDF

Negotiations for 2Q23 contract prices are still underway. PC buyers, as client SSD prices gradually draw new to cash cost, are becoming more inclined in establishing low-priced inventory...

DRAM Market Bulletin_20230524 | TrendForce

DRAM Market Bulletin_20230524

May 24, 2023 | PDF

For a significant number of contract negotiations, buyers and sellers have yet to reach agreements on price and quantity...

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion | TrendForce

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion

May 18, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...

Post-COVID Stagnancy in Total New Smartphone Production as Emerging Refurbished Market Carves Up Shares of New Models | TrendForce

Post-COVID Stagnancy in Total New Smartphone Production as Emerging Refurbished Market Carves Up Shares of New Models

May 17, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, Apple’s release of first iPhone back in 2007 marked the beginning of the smartphone era for the handset market...

DRAM Market Bulletin_20230517 | TrendForce

DRAM Market Bulletin_20230517

May 17, 2023 | PDF

Continuing from last week, the magnitude of the decline in 2Q23 contract prices continues to grow. The downtrend is especially significant for PC DRAM and server DRAM...

NAND Flash Market Bulletin_20230517 | TrendForce

NAND Flash Market Bulletin_20230517

May 17, 2023 | PDF

Negotiations for 2Q23 are currently underway, where a sizable QoQ increase in client SSD orders by some NB OEMs has further enlarged the price reduction this quarter to an average drop almost...

Global Server Market Continues to Lower Shipment Outlook as CSPs Revise Purchase Plans for 2023 | TrendForce

Global Server Market Continues to Lower Shipment Outlook as CSPs Revise Purchase Plans for 2023

May 12, 2023 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, server ODMs have started stocktaking and discussing inventory reduction on a monthly basis from the pressure accumulate...

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