Research Reports


AI Server/HBM/Server


Power Outage at MTTW Cost a Week’s Worth of Bit Output for the Plant and Will Lower Server DRAM Supply in 1Q21 (Vol. 3)

2020/12/08

DRAM , AI Server/HBM/Server

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TrendForce’s latest investigation on the power outage that occurred at Micron’s subsidiary plant MTTW on December 3 finds that the incident...

Spot Suppliers Fully Suspended Quotations amidst Damage Assessment after Power Outage (Vol. 2)

2020/12/04

DRAM , AI Server/HBM/Server

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Continuing from the special report released by TrendForce yesterday, the latest survey of the global market intelligence firm indicates that MTTW continues to resume operation and implement damage evaluation on the next day...

Forecast for 1Q21 - DRAM Prices Will Be Poised to Rally While Oversupply Continues to Affect NAND Flash Prices

2020/12/04

DRAM , NAND Flash , AI Server/HBM/Server

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According to the latest research from market intelligence firm TrendForce, the DRAM market exhibits a healthier and more balanced supply/demand relationship compared with...

Server DIMM Price Nov. 2020

2020/11/30

DRAM , AI Server/HBM/Server

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According to global market intelligence firm TrendForce, although negotiations for server DRAM contract prices for November have concluded...

Server DRAM Industry Analysis-4Q20

2020/11/23

DRAM , AI Server/HBM/Server

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A retrospect on the market status of 3Q20 shows that the industry chain of servers had sustained the impact from the previous aggressive stocking under the COVID-19 pandemic...

Server Market Report_3Q20

2020/11/17

DRAM , AI Server/HBM/Server

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Global Server Market in 3Q20
Server and Cloud Sectors in 3Q20
Relationship between OEMs and Taiwan’s ODMs
Key Market Trends and Topics
Conclusion and TRI’s View

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious

2020/11/17

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...

Digital Transformation and New Norms Will Raise Global Server Shipments by 7% YoY for 2021

2020/11/06

DRAM , AI Server/HBM/Server

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Research by market intelligence firm TrendForce finds that the number of hyperscale data centers is now...

Server DIMM Price Oct. 2020

2020/10/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the 4Q20 prices of Server DRAM will experience profound difficulties in negotiation...

Enterprise SSD Contract Price 4Q20

2020/10/23

NAND Flash , AI Server/HBM/Server

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According to TrendForce’s latest analysis of the NAND Flash market, the recent wave of procurement related to Huawei sanctions has lessened the inventory pressure on NAND Flash suppliers...

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