Research Reports


DRAM


DRAM Market Bulletin_20230830

2023/08/30

DRAM

 PDF

Contracts for 3Q23 are being finalized. The percentage of completed transactions is still relatively low in the server DRAM segment, whereas transactions are mostly done in the PC DRAM segment...

Global Smartphone Production Reached New 10-Year Low in 2Q23 with Around 270 Million Units and YoY Decline of 6.6% as Market Remained in Slump

2023/08/29

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that regional smartphone markets as a whole entered a period of decline during 1H23. Hence, global smartphone production fell again by...

Low Bases for YoY Comparison Will Result in Slight Growth in Memory Demand Bits for 2024 Despite Lack of Improvements in Macroeconomic Situation

2023/08/25

DRAM , NAND Flash , Notebook Computers +2

 PDF

According to the latest research from the global market research firm TrendForce, as of 2023, there has not been a notable turnaround in the global economy...

Server Market Bulletin_20230824

2023/08/24

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. TrendForce, after conducting a survey on the supply chain, has further lowered its projection on overall server shipment...

DRAM Market Bulletin_20230823

2023/08/23

DRAM

 PDF

Negotiations for contract prices are currently stuck, particularly in the server DRAM segment. Suppliers and their clients have been unable to reach a general consensus...

Southeast Asia Becomes the Main Destination in the Latest Migration of the Server Supply Chain

2023/08/21

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce has observed that US-based CSPs are leading a second migration of the server supply chain due to uncertainties caused by the COVID-19 pandemic and geopolitical tensions...

2Q23 Revenue Halted in Reduction and Ascended to 20.4% QoQ Attributable to AI Server Orders

2023/08/18

DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...

DRAM Market Bulletin_20230816

2023/08/16

DRAM

 PDF

Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...

Server Shipments Further Drop to YoY -5.94% amidst Regional Economic Depletion and Persisting AI Investment

2023/08/15

DRAM , AI Server/HBM/Server

 PDF

As indicated by TrendForce’s latest survey on the supply chain, forecast on overall server shipment has been downward revised to a YoY deterioration of 5.94%, with a potential subsequent decrement...

Server Shipment Estimated to Merely Grow 2.3% YoY in 2024 under Persisting Pressure from Inflation

2023/08/11

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...

Get in touch with us