Research Reports


AI Server/HBM/Server


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)...

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...

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