Research Reports


DRAM


SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

2024/10/30

DRAM , Smartphones , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, NVIDIA is scheduled to mass produce GB300 between the end of 2Q25 and early 3Q25...

DRAM Bit Out Will Continue to Rise in 2025, with Market Situations Diverge Across Different Product Types and Applications

2024/10/30

DRAM

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TrendForce’s latest research indicates that after the DRAM industry underwent a period of inventory correction and experienced a general price rebound this year...

Mobile DRAM Contract Price 4Q24

2024/10/30

DRAM , NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of mobile DRAM were relatively stagnated, and consensus was reached only at the end of September...

DRAM Market Bulletin_20241030

2024/10/30

DRAM

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There are two main points regarding fourth-quarter DRAM contract prices: First, the mobile DRAM segment is seeing the weakest price trend...

eMMC/UFS Contract Price 4Q24

2024/10/30

DRAM , NAND Flash

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Global market intelligence firm TrendForce reports that the consumer electronics market did not experience the usual seasonal demand surge in 3Q24...

DRAM Market Bulletin_20241023

2024/10/23

DRAM

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Now, moving into 4Q24, negotiations over contract prices are still ongoing. On the whole, prices of DDR5 products are expected to remain relatively strong, with an estimated QoQ increase of around 5%...

Server Market Bulletin_20241017

2024/10/17

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain...

DRAM Market Bulletin_20241009

2024/10/09

DRAM

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The DRAM market is currently divided on future price trends, but it is evident that the prices for DDR4 and LPDDR4X products are unlikely to recover anytime soon due to several factors...

DRAM Market Bulletin_20241002

2024/10/02

DRAM

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Moving into 4Q24, since buyers are still focused on inventory clearance, transaction volumes are expected to drop further...

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

2024/09/30

DRAM , NAND Flash

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According to the latest research by global market intelligence firm TrendForce, prior to 3Q24, the demand for consumer products remained weak...

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