Research Reports


AI Server/HBM/Server


DRAM Price Forecast for 3Q22 Has Been Corrected Down Further as Rising Inventory and Weakening Demand Compel Suppliers to Change Their Stance in Price Negotiations

2022/06/28

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with 3Q22 approaching, preliminary negotiations over quarterly contracts have begun for some DRAM products...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

2022/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

2022/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment

2022/06/21

DRAM , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the server end is continuously confined by undersupplied materials amidst the supply chain issues of the industry that started surfacing since the outbreak of the COVID-19 pandemic...

One of CSPs Is Taking Lead in Extending Operational Lifespan of Servers, but Server Shipments Will Remain Robust in Future

2022/06/16

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices

2022/06/10

DRAM , NAND Flash , AI Server/HBM/Server

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Continuing from the memory price projection of the previous quarter, global market intelligence firm TrendForce reports that factors such as the Russia-Ukraine military conflict...

Server Market Report_1Q22

2022/06/08

DRAM , AI Server/HBM/Server

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Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Server DIMM Price May 2022

2022/05/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the stalemate status from April had been carried over to May, where DRAM suppliers did not actively compromise on prices...

Server DRAM Industry Analysis-2Q22

2022/05/27

DRAM , AI Server/HBM/Server

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Regarding the state of the server DRAM market in 1Q22, the slump phase of the price cycle entered its second quarter...

Declining ASP Deteriorated 1Q22 Server DRAM Revenue by 4.4% that is Still a YoY Growth of 53.8%

2022/05/23

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices had officially shifted to a dropping tendency back in 4Q21...

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