Research Reports


DRAM


DRAM Market Bulletin_20230726

2023/07/26

Semiconductors , DRAM

 PDF

Even though it is now approaching the end of July, contract negotiations...

[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand

2023/07/25

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...

DRAM Market Bulletin_20230719

2023/07/19

Semiconductors , DRAM

 PDF

Regarding negotiations for the 3Q23 contracts, suppliers and buyers for the most part have yet to reach a general agreement on price and are in a deadlock...

Server Market Bulletin_20230713

2023/07/13

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server buyers...

DRAM Market Bulletin_20230712

2023/07/12

Semiconductors , DRAM

 PDF

DRAM suppliers and buyers are currently in the midst of negotiations for 3Q23 contracts, so a general consensus on price has yet to be reached...

Rumored Suspension on Supply of Intel Sapphire Rapids MCC Induced Restricted Impact on 2Q23

2023/07/05

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

As indicated by TrendForce’s recent survey on the supply chain, Sapphire Rapids (hereinafter SPR) Xeon server CPU that was mass produced by Intel in 1Q23 has been reported with defects...

DRAM Market Bulletin_20230705

2023/07/05

Semiconductors , DRAM

 PDF

Suppliers and buyers are currently negotiating over 3Q23 contracts, and there is still no clear consensus on price...

Server Market Report_1H23

2023/07/03

Semiconductors , DRAM

 PDF

Server Market: Review of 1Q23 and 2Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Server DIMM Price Jun. 2023

2023/06/30

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, buyers have finally reached a consensus with suppliers regarding server DRAM for 2Q23 as the quarter comes to an end...

Specialty DRAM Price Jun. 2023

2023/06/30

Semiconductors , DRAM

 PDF

Global market intelligence firm TrendForce reports that after more than three quarters of corrections, some application segments of the DRAM market saw inventories return to their usual levels in June...

Get in touch with us