Research Reports


AI Server/HBM/Server


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)...

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)...

SK hynix Will Supply NAND Flash to Its New SSD Subsidiary so as to Increase Pricing Flexibility

2021/10/12

NAND Flash , AI Server/HBM/Server

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In October 2020, SK hynix announced that it will acquire Intel’s NAND Flash business for around US$9 billion. According to the latest investigation by market intelligence firm TrendForce...

SK hynix Will Supply NAND Flash to Its New SSD Subsidiary so as to Increase Pricing Flexibility

2021/10/12

NAND Flash , AI Server/HBM/Server

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In October 2020, SK hynix announced that it will acquire Intel’s NAND Flash business for around US$9 billion. According to the latest investigation by market intelligence firm TrendForce...

DRAM Longer Term Projection_3Q21

2021/10/05

DRAM , AI Server/HBM/Server

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TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

Server DIMM Price Sep. 2021

2021/09/30

DRAM , AI Server/HBM/Server

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As indicated by the global market intelligence firm TrendForce, several suppliers only concluded the negotiation for server DRAM contract prices in late August due to the inability of reaching a consensus between market participants...

China’s Dual Control Policy that Extends PCB Purchases and Server Production Schedule May Impact 4Q21 Shipment

2021/09/27

DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...

Memory Prices to Deplete in 4Q21 amidst High Inventory of Buyers and Pandemic-Induced Chaotic Supply Chain

2021/09/15

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the sufficiency ratio of DRAM is about to elevate in 4Q21 after the peak production season of various end products that was 3Q21...

Drastic Declination in 3Q21 Server Shipment of Huawei May Reshuffle Chinese Market’s Competition Structure

2021/09/15

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Huawei has been included in the Entity List successively since the trade conflict between China and the US that started from 2019...

Server DRAM Industry Analysis-3Q21

2021/08/31

DRAM , AI Server/HBM/Server

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A retrospect on the 2Q21 market status indicates that server OEMs had amplified on the purchase intensity of server DRAM from the concern over how component gaps would affect the shipment of completed units...

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