Research Reports


AI Server/HBM/Server


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...

1Q22 Enterprise SSD Revenue Up 14.1% from Rising Monthly Demand and Risen Urgent Order Prices by Kioxia’s Contamination

2022/05/20

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North American data centers experienced a sizable growth in purchase orders after February after the provision of partial materials had improved each month...

Server DIMM Price Apr. 2022

2022/04/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to suspend in reduction despite April marking the beginning of a traditional peak season for the industry...

Enterprise SSD Contract Price 2Q22

2022/04/22

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a significant growth is seen from enterprise SSD orders of 2Q22 with North American hyperscalers benefitting from improvement in component mismatches each quarter...

Increase in Server DRAM Prices for 4Q22 Will Be Smaller as Delays in Uptake of New CPU Platforms in Hyperscale Market Has Led to Lower-Than-Expected DDR5 Penetration Rate

2022/04/15

DRAM , AI Server/HBM/Server

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The latest investigation of the server supply chain by global market intelligence firm TrendForce has found the followings...

Server DIMM Price Mar. 2022

2022/03/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a downward revision in prices is seen this month as it marks the beginning of Micron’s third fiscal quarter (fiscal 3Q22)...

ARM-Based Servers Are Gradually Entering Market and Adoption Will First Gain Traction in Data Center Segment

2022/03/23

DRAM , AI Server/HBM/Server

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According to the latest research by TrendForce, the share of cloud services in IT-related procurements has grown in recent years due to the rapidly rising demand from enterprises for digital transformation solutions related to AI, HPC, etc...

2Q22 Memory Price Projections – Server Becomes Sole Support on Memory Consumption amidst Fast Weakening of Demand for Consumer Products

2022/03/22

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the recent warfare and hyperinflation have significantly subsided the purchase intensity of consumers...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 2

2022/03/17

DRAM , Wafer Foundries , AI Server/HBM/Server +1

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Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...

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