Research Reports


DRAM


PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

2023/04/18

Semiconductors , DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

Server Market Bulletin_20230413

2023/04/13

Semiconductors , DRAM , AI Server/HBM/Server

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The level of production for server motherboards has yet to ascend or descend significantly after the surveying on the supply chain...

DRAM Market Bulletin_20230412

2023/04/12

Semiconductors , DRAM

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Moving into 2Q23, Samsung’s latest announcement on its unprecedented production cut has yet to take effect on the demand side of the market...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

2023/04/11

Semiconductors , DRAM , AI Server/HBM/Server

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TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

Semiconductors , DRAM , NAND Flash +1

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According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

Semiconductors , DRAM , NAND Flash +1

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According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites

2023/03/31

Semiconductors , DRAM , AI Server/HBM/Server

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Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...

Specialty DRAM Price Mar. 2023

2023/03/31

Semiconductors , DRAM

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According to TrendForce’s survey of the consumer DRAM market for March, only networking device manufacturers were willing to continue to release a marginal amount of procurement demand as shipments of end products as a whole were still in slump...

DRAM Contract Price Mar. 2023

2023/03/31

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that in the DRAM market, suppliers and buyers have mostly shifted their attention to 2Q23 contracts...

Server DIMM Price Mar. 2023

2023/03/31

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...

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