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Press Releases
DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce

2024/04/10

Semiconductors

Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions. Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities’ strong earthquake preparedness of the facilities has kept the overall impact to a minimum.

Press Releases
Minimal Initial Damage to DRAM and Foundry Production Lines Following Major Earthquake in Taiwan on April 3; Details of Losses Still Under Assessment, Says TrendForce

2024/04/03

Semiconductors

In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers. The DRAM industry, primarily located in the northern and central parts of Taiwan, and the foundry industry, spread across the north, central, and southern regions of Taiwan, appear to have sustained minimal initial damage.

Press Releases
Suppliers Aim to Raise Contract Prices, But With Uncertain Demand, 2Q24 DRAM Price Increase Expected to Narrow to 3–8%, Says TrendForce

2024/03/26

Semiconductors

Additionally, significant price increases by suppliers since 4Q23 are expected to further diminish the momentum for inventory restocking. As a result, DRAM contract prices for the second quarter are projected to see a modest increase of 3–8%, says TrendForce.

Press Releases
DRAM Industry Sees Nearly 30% Revenue Growth in 4Q23 Due to Rising Prices and Volume, Says TrendForce

2024/03/05

Semiconductors

TrendForce reports a 29.6% QoQ in DRAM industry revenue for 4Q23, reaching US$17.46 billion, propelled by revitalized stockpiling efforts and strategic production control by leading manufacturers. Looking ahead to 1Q24, the intent to further enhance profitability is evident, with a projected near 20% increase in DRAM contract prices—albeit with a slight decrease in shipment volumes to the traditional off-season.

Press Releases
2024 Commercialization of Copilot to Boost AI Server and AI PC Development, Says TrendForce

2024/01/17

Consumer Electronics , Semiconductors

TrendForce anticipates 2024 to mark a significant expansion in edge AI applications, leveraging the groundwork laid by AI servers and branching into AI PCs and other terminal devices. The global AI server market—encompassing AI Training and AI Inference—is projected to exceed 1.6 million units, growing at an impressive rate of 40%. Additionally, CSPs are expected to ramp up their involvement in this sector.

Press Releases
Contract Prices Bottom Out in Q3, Reigniting Buyer Momentum and Boosting DRAM Revenue by Nearly 20%, Says TrendForce

2023/12/04

Semiconductors

Looking ahead to Q4, while suppliers are firmly set on price hikes, with DRAM contract prices expected to rise by approximately 13–18%, demand recovery will not be as robust as in previous peak seasons. Overall, while there is demand for stockpiling, procurement for the server sector remains tentative due to high inventory levels, suggesting limited growth in DRAM industry shipments for Q4. 

Press Releases
Inflation Impacts Demand for Consumer Electronics, 2022 DRAM Module Makers’ Revenues Fall 4.6%, Says TrendForce

2023/10/24

Semiconductors

TrendForce reports that consumer appetite for electronic products took a hit from high inflation, with global DRAM module sales in 2022 reaching US$17.3 billion—a 4.6% YoY decline. Revenue performance varied significantly among module makers due to the different domains they supply. 

Press Releases
Q4 DRAM Contract Prices Set to Rise, with Estimated Quarterly Increase of 3-8%, Says TrendForce

2023/10/13

Semiconductors

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.

Press Releases
Q2 DRAM Industry Revenue Rebounds with a 20.4% Quarterly Increase, Q3 Operating Profit Margin Expected to Turn from Loss to Gains, Says TrendForce

2023/08/24

Semiconductors

TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.