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Report
Server DRAM Industry Analysis－2Q24

2024/05/31

DRAM , AI Server/HBM/Server

PDF

Regarding the current market situation, the rebound of server demand has not been as strong as expected, as businesses focus more on investing in AI-related solutions...

Report
Server DIMM Price May 2024

2024/05/31

DRAM , AI Server/HBM/Server

PDF

As indicated by the survey of global market intelligence firm TrendForce, overall server DRAM contract prices had carried on with the increase seen from last month at another hike...

Report
Specialty DRAM Price May 2024

2024/05/31

DRAM

PDF

Global market intelligence firm TrendForce reports that in the consumer DRAM segment, most buyers have already accumulated sufficient inventory...

Report
DRAM Contract Price May 2024

2024/05/31

DRAM

PDF

Global market intelligence firm TrendForce reports that most PC OEMs and DRAM suppliers completed their 2Q24 contracts in the second half of April...

Report
Total Mobile DRAM Revenue Rose by 13.9% for 1Q24 Thanks to Ongoing Rally of Contract Prices

2024/05/31

DRAM , Smartphones

PDF

Global market intelligence firm TrendForce reports that smartphone brands had mostly finished with stocking mobile DRAM components at low prices before the start of the Lunar New Year holiday...

Report
Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

2024/05/30

DRAM , NAND Flash

PDF

The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

Report
DRAM Market Bulletin_20240529

2024/05/29

DRAM

PDF

Continuing from last week, contract negotiations are still ongoing in the server DRAM segment. Looking ahead to 3Q24, the QoQ hikes in contract prices of conventional DRAM products are projected to...

Report
Total DRAM Revenue for 1Q24 Showed QoQ Growth of 5.1% as Rise of Contract Prices Offset Seasonality

2024/05/23

DRAM

PDF

According to the latest research by the global market intelligence firm TrendForce, the total revenue of the DRAM industry for 1Q24 came to US$18.35 billion...

Report
Server Market Bulletin_20240523

2024/05/23

DRAM , AI Server/HBM/Server

PDF

This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

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