Research Reports


DRAM


Server Market Bulletin_20241226

2024/12/26

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...

DRAM Market Bulletin_20241225

2024/12/25

DRAM

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The declines in the ASPs of different categories of DRAM products will further widen in 1Q25. Due to the seasonal lull, transaction volumes are unlikely to increase...

Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

2024/12/24

DRAM , NAND Flash

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According to the latest research by global market intelligence firm TrendForce, as we move into 4Q24, the demand for consumer products remains weak...

Server Market Bulletin_20241212

2024/12/12

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...

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

2024/12/09

DRAM , AI Server/HBM/Server

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Donald John Trump, the latest US president-elect, announced on November 26th 2024 when he won the presidential election that he will be signing an executive order on the day of inauguration...

Server DRAM Industry Analysis-4Q24

2024/12/09

DRAM , AI Server/HBM/Server

 PDF

Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...

Mobile DRAM Industry Analysis-4Q24

2024/12/06

DRAM , Smartphones

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In 3Q24, global smartphone production totaled 306 million units, increasing by 7.0% compared with 2Q24 and remaining flat compared with the same period last year...

DRAM Industry Analysis-4Q24

2024/12/06

DRAM

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The DRAM industry’s revenue totaled US$26.02 billion for 3Q24, marking a QoQ increase of 13.6%. This growth was driven by rising contract prices...

With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

2024/12/03

DRAM , Smartphones

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According to the latest research by global market intelligence firm TrendForce, the peak season in the second half of the year and the launch of new flagship models by...

Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

2024/12/02

DRAM , Smartphones

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According to the latest research by global market intelligence firm TrendForce, entering the second half of the year, which is the traditional peak season, smartphone production in the third quarter rose by...

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