Research Reports


DRAM


Server DIMM Price Feb. 2025

2025/02/27

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...

Specialty DRAM Price Feb. 2025

2025/02/27

DRAM

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Global market intelligence firm TrendForce reports that there are signs of recovery in consumer demand. The main driving force behind this recovery is the effect of subsidies...

DRAM Contract Price Feb. 2025

2025/02/27

DRAM

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Global market intelligence firm TrendForce reports that the vast majority of PC OEMs and DRAM suppliers completed 1Q25 module contract negotiations in February...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

2025/02/26

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...

DRAM Market Bulletin_20250226

2025/02/26

DRAM

 PDF

SK hynix has been receiving additional orders because Samsung is experiencing quality issues with many of its DRAM product lines...

Implications and Impact of DeepSeek

2025/02/25

DRAM , AI Server/HBM/Server

 PDF

Inside DeepSeek
AI Software Ecosystem
AI Hardware Ecosystem
Implications & Impact
Opportunities

Server DRAM and HBM Contributed to 9.9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

2025/02/25

DRAM

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Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion, marking a QoQ increase of 9.9%...

1Q25 Mobile Datasheet

2025/02/25

DRAM , NAND Flash , Smartphones +1

 EXCEL

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

1Q25 Server DRAM Datasheet

2025/02/25

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

Server Market Bulletin_20250220

2025/02/20

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of US CSPs and corresponding OEMs...

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