Research Reports


AI Server/HBM/Server


Better-Than-Expected NB Production to Slightly Lower Buyer Inventory and Diminish 1Q22 Price Reduction

2021/12/06

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the total production of NB for 4Q21 has exceeded the initial expectation of TrendForce...

Server Market Report_3Q21

2021/12/02

DRAM , AI Server/HBM/Server

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Dynamics of Server Market in 3Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Topics and Trends in Server Market
Conclusion and TRI’s View

Server DRAM Industry Analysis-4Q21

2021/11/30

DRAM , AI Server/HBM/Server

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A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...

Server DIMM Price Nov. 2021

2021/11/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM contract prices have once again...

Two Consecutive Rise in Enterprise SSD Capacity Purchase Yields 22.4% QoQ Revenue Growth for 3Q21 in SSD

2021/11/23

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a thriving level of order dynamics was seen for two consecutive quarters among hyperscalers in 3Q21 as the new platforms...

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements

2021/11/15

DRAM , AI Server/HBM/Server

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The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncertainties in the supply chain...

Development of HBM and CXL in the Age of AI, Vol. 1

2021/11/02

DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the incorporation of HBM (High Bandwidth Memory) and CXL (Compute Express Link) has received additional attention recently from the support of the x86 platform in the future...

Server DIMM Price Oct. 2021

2021/10/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation for server DRAM contract prices has yet to conclude for many clients apart from concluded transactions among several OEMs and CSPs...

Enterprise SSD Contract Price 4Q21

2021/10/22

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation during early September saw an adoption of stricter lockdown measures in Malaysia amidst the amplified pandemic status...

ASP of Server DRAM Begins to Fall; Price Cycle Shortens but Decline Will Be Within Historical Range

2021/10/13

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that server DRAM prices already reached their peak for this cyclical upturn (i.e., around US$160)...

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