Research Reports


DRAM


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

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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

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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

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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

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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

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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

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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

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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

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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...

Server Market Bulletin_20230810

2023/08/10

Semiconductors , DRAM , AI Server/HBM/Server

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According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...

DRAM Market Bulletin_20230809

2023/08/09

Semiconductors , DRAM

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Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...

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