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Report
Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

2024/03/04

DRAM , AI Server/HBM/Server

PDF

Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to...

Report
Global Mobile DRAM Revenue Rose by Nearly 40% QoQ for 4Q23 as Price Hikes and Sales Growth Boosted Suppliers’ Performances

2024/03/01

DRAM

PDF

Global market intelligence firm TrendForce reports that DRAM bit shipments registered a double-digit QoQ growth rate for 4Q23 due to factors such as smartphone brands ramping up device production...

Report
Global Smartphone Production Rose by 12.1% YoY to 337 Million Units for 4Q23 as Brands Raised Production Targets to Drive Sales in Year-end Peak Season and Capture More Market Share

2024/02/29

DRAM , Smartphones

PDF

According to market intelligence firm TrendForce, global smartphone production during 2023 reflected a situation where the wider economy was affected by another downturn...

Report
DRAM Contract Price Feb. 2024

2024/02/29

DRAM

PDF

Global market intelligence firm TrendForce reports that PC DRAM contact prices were mostly flat in February because PC OEMs had already accept price hikes and finished arranging their quarterly contracts in January...

Report
Specialty DRAM Price Feb. 2024

2024/02/29

DRAM

PDF

Global market intelligence firm TrendForce reports that contract prices of mainstream consumer DRAM contract prices showed MoM hikes of nearly 10% for January...

Report
Server DIMM Price Feb. 2024

2024/02/29

DRAM , AI Server/HBM/Server

PDF

As indicated by the survey of global market intelligence firm TrendForce, suppliers have yet to reach a consensus with US-based CSPs for their second round of negotiations...

Report
DRAM Revenue Rose by Nearly 30% for 4Q23 Thanks to Rebounding Procurement Demand and a Rally in Overall ASP

2024/02/26

DRAM

PDF

Global market intelligence firm TrendForce reports that global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23...

Report
Server Market Bulletin_20240222

2024/02/22

DRAM , AI Server/HBM/Server

PDF

This issue of server bulletin provides an update on server ODMs’ outlook towards 2024. Continuing from previous observations...

Report
1Q24 Mobile Datasheet

2024/02/22

Semiconductors , DRAM +4

EXCEL

Mobile DRAM and Mobile NAND Flash latest market supply/demand update.