Research Reports


DRAM


DRAM Market Bulletin_20250205

2025/02/05

DRAM

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Most quarterly contracts have yet to be finalized, and negotiations will continue after the Lunar New Year holiday. As projected earlier by TrendForce...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025/01/28

DRAM , NAND Flash , AI Server/HBM/Server

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According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...

DRAM Contract Price Jan. 2025

2025/01/24

DRAM

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Global market intelligence firm TrendForce reports that some DRAM suppliers and PC OEMs have finalized 1Q25 DRAM module contracts in the second half of January, with prices showing MoM declines of 8-13%...

Server DIMM Price Jan. 2025

2025/01/24

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...

Specialty DRAM Price Jan. 2025

2025/01/24

DRAM

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Global market intelligence firm TrendForce reports that the consumer DRAM market remains tepid as the issue of excess supply for DDR3 and DDR4 products has yet be resolved...

Mobile DRAM Contract Price 1Q25

2025/01/24

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, smartphone brands have returned to a relatively healthy level of inventory at 6-8 weeks in the traditional off season of 1Q25...

Server Market Bulletin_20250123

2025/01/23

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook of server demand...

DRAM Market Bulletin_20250122

2025/01/22

DRAM

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Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...

DRAM Market Bulletin_20250115

2025/01/15

DRAM

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The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...

Server Market Bulletin_20250109

2025/01/09

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 of server cooling...

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