Research Reports


DRAM


DRAM Market Bulletin_20230329

2023/03/29

Semiconductors , DRAM

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So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

2023/03/23

Semiconductors , DRAM , NAND Flash +1

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Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

Server Market Bulletin_20230323

2023/03/23

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...

DRAM Market Bulletin_20230322

2023/03/22

Semiconductors , DRAM

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TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...

Server Market Report_4Q22

2023/03/17

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

Server Market: Review of 4Q22 and Outlook for 1Q23
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

DRAM Market Bulletin_20230315

2023/03/15

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...

Server DRAM Industry Analysis-1Q23

2023/03/09

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...

Mobile DRAM Industry Analysis-1Q23

2023/03/09

Semiconductors , DRAM , Consumer Electronics +1

 PDF

Consumer confidence that has been affected by the declining global economy has led to a restricted degree of growth in the peak season...

Server Market Bulletin_20230309

2023/03/09

Semiconductors , DRAM , AI Server/HBM/Server

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This issue of Server Bulletin updates the current annual outlook among ODMs as the market has initiated a new wave of changes primarily on the continuous reduction of annual demand...

DRAM Industry Analysis-1Q23

2023/03/08

Semiconductors , DRAM

 PDF

Global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%. The magnitude of decline was widened from 3Q22 to exceed 30%...

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