Memory & Storage

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...

Mobile DRAM Revenue Registered Largest QoQ Decline on Record in 3Q22 and Reached New Quarterly Low Since 2016 as Suppliers Saw Plummeting Prices and Shipments

Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...

PC-Client OEM SSD Contract Price 4Q22

As indicated by the survey of global market intelligence firm TrendForce, a drop of...

Global NAND Flash Revenue for 3Q22 Fell Sharply by 24.3% QoQ as Suppliers Cut Prices in Face of Market Downturn

Global market intelligence firm TrendForce reports that NAND Flash demand faced significant headwinds in 3Q22. Just as effect dissipated for the contamination incident that occurred at Kioxia’s produc...

Server Market Report_3Q22

Server Market: Review of 3Q22 and Outlook for 4Q22 Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s View

Server DRAM Revenue Dropped 27.2% QoQ in 3Q22 under Simultaneous Depletion in Shipment Bit and Contract Prices

As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...

eMMC/UFS Contract Price 4Q22

Global market intelligence firm TrendForce reports that consumer demand is still in a slump, so the surge of stock-up demand associated with the year-end peak season has not materialized...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Enterprise SSD Contract Price 4Q22

Market intelligence firm TrendForce reports that as the wider economic outlook becomes more conservative during the second half of this year...

Global DRAM Revenue Fell by Nearly 30% QoQ for 3Q22 as Weakening Demand for End Products Caused DRAM Contract Prices and Shipments to Drop

Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18,187 million...

TrendForce Micro Mini LED Market Bulletin- 2022.11.09

NAND Flash Market Bulletin_20221109

Most buyers are now finalized with their negotiations on 4Q22 contract prices, though some of them are still hoping to receive a larger reduction in low-capacity products...

DRAM Market Bulletin_20221109

Prices for 4Q22 contracts were mostly finalized in October. The QoQ decline in the overall DRAM ASP has now reached...

DRAM Market Bulletin_20221102

It is now the start of November, and the extent of the decline in prices for 4Q22 DRAM contracts have become clearer...