Research Reports


DRAM


DRAM Industry Analysis-4Q23

2023/12/05

DRAM

 PDF

For 3Q23, the revenue of the DRAM industry was US$13.48 billion, showing a QoQ growth of 18.0%. During 2H23, there has been a gradual recovery in demand...

Smartphone Production for 3Q23 Showed a QoQ Growth of 13% and an End to Trend of YoY Decline

2023/12/01

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that smartphone brands all experienced a declining trend in device production during the first half of this year due to the slowdown...

Smartphone Market Decode_4Q23

2023/11/30

DRAM , NAND Flash , Panel Industry +1

 ZIP

TrendForce, a global market intelligence firm for the technology sectors, proudly presents “Smartphone Market Decode” – a quarterly research report that synergizes the resources of several in-house analyst teams such as the Department of Semiconductor Research, the Department of Display Research, the Department of ICT Application Research, etc.

In addition to the first-hand data on the device production figures of the major electronics brands and the latest overview of the supply chains for the key components, Smartphone Market Decode also covers the relevant topics pertaining to technological innovations and development trends. The report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional industry knowledge that can be used to make the best operational decisions.

Server DIMM Price Nov. 2023

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for this quarter’s server DRAM contract prices are still underway, and have yet to become fully distinctive...

Specialty DRAM Price Nov. 2023

2023/11/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that the upward trend of consumer DRAM prices continued in November, with contract prices showing small hikes from the previous month...

Server DRAM Revenue Fell by 45% YoY for 3Q23 as Demand Slump Compelled Suppliers to Capture Market Share by Slashing Prices

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...

DRAM Contract Price Nov. 2023

2023/11/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that, because Micron did not release quotes in October and some buyers did not accept the initial quotes from the two South Korean suppliers...

Server Market Bulletin_20231130

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...

DRAM Market Bulletin_20231129

2023/11/29

DRAM

 PDF

Prices for 4Q23 DRAM contracts have mostly risen noticeably, but the transaction momentum is at its slowest in the server DRAM segment...

Mobile DRAM Revenue Surpassed Expectations in 3Q23 Thanks to Moderation of QoQ Price Decline and Increase in Bit Shipments

2023/11/28

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that the downswing of DRAM prices moderated significantly during 3Q23. At that same time, smartphone brands became...

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