Research Reports


DRAM


[Update] Server DIMM Price Mar. 2024

2024/03/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...

DRAM Contract Price Mar. 2024

2024/03/29

DRAM

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Global market intelligence firm TrendForce reports that PC DRAM contract prices have remained mostly flat this March as PC OEMs have already accepted significant price hikes when finalizing 1Q24 contracts...

Specialty DRAM Price Mar. 2024

2024/03/29

DRAM

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Global market intelligence firm TrendForce reports that the consumer DRAM market has been in a very different situation compared with the market for AI-related solutions...

DRAM Market Bulletin_20240327

2024/03/27

DRAM

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As 1Q24 comes to an end, DRAM suppliers and buyers have begun negotiating prices for 2Q24 contracts. Quotes from suppliers currently show QoQ...

Server Market Bulletin_20240321

2024/03/21

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...

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

2024/03/20

DRAM , NAND Flash

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According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...

DRAM Market Bulletin_20240320

2024/03/20

DRAM

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Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...

DRAM Market Bulletin_20240313

2024/03/13

DRAM

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In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...

DDR5 Prices Could Undergo Revisions in 2H24 as Existing Demand Bit Fell Below Suppliers’ Expectations

2024/03/12

DRAM , AI Server/HBM/Server

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As surveyed by the Semiconductor Research division of global market intelligence firm TrendForce, the three major suppliers, while gradually lowering their capacity for DDR4...

Mobile DRAM Industry Analysis-1Q24

2024/03/12

DRAM , Smartphones

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Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...

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