Research Reports


DRAM


eMMC/UFS Contract Price 2Q24

2024/04/30

DRAM , NAND Flash

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According to the latest research by the global market intelligence firm TrendForce, demand for components has slowed down across the smartphone supply chain. With an uncertain demand outlook for the second half of this year...

DRAM Contract Price Apr. 2024 (update)

2024/04/30

DRAM

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According to the latest DRAM market survey by the global market intelligence firm TrendForce, there were sporadic reports of PC OEMs accepting a significant increase in the ASP of PC DRAM following Taiwan’s earthquake on April 3rd...

Server Market Bulletin_20240425

2024/04/25

DRAM , AI Server/HBM/Server

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This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and server L6 barebone...

DRAM Market Bulletin_20240424

2024/04/24

DRAM

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Current contract negotiations have yet to lead to more transactions being finalized, but DRAM suppliers have kept their quotes high. In the PC DRAM and server DRAM segments, quotes show QoQ increases of 15-20%...

DRAM Market Bulletin_20240417

2024/04/17

DRAM

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Following the earthquake that occurred off the coast of Taiwan on April 3, TrendForce conducted a comprehensive investigation over several days and concluded that although there were wafer losses...

Server Market Bulletin_20240411

2024/04/11

DRAM , AI Server/HBM/Server

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

Recovery Progress in Taiwan After the April 3rd Earthquake Indicates Local DRAM Fabs Will Soon Resume Full Production and the Related Impact on the Total Bit Output for 2Q24 Is Limited within 1%

2024/04/08

DRAM

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Global market intelligence firm TrendForce reports that as of April 8th, which marks the first working day in Taiwan immediately after the Qingming Festival and the earthquake off the eastern coast of the island on April 3rd...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , Wafer Foundries +2

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

DRAM Market Bulletin_20240403

2024/04/03

DRAM

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Although suppliers and buyers have mainly focused on negotiating 2Q24 contracts, some price fluctuations still occurred in March. In particular, the server DRAM segment, which had previously experienced stagnation, saw prices rise by 3-8% MoM...

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