Research Reports


DRAM


DRAM Market Bulletin_20241002

2024/10/02

DRAM

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Moving into 4Q24, since buyers are still focused on inventory clearance, transaction volumes are expected to drop further...

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

2024/09/30

DRAM , NAND Flash

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According to the latest research by global market intelligence firm TrendForce, prior to 3Q24, the demand for consumer products remained weak...

Specialty DRAM Price Sep. 2024

2024/09/30

DRAM

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According to research conducted by global market intelligence firm TrendForce, sales of consumer electronics remain sluggish...

Server DIMM Price Sep. 2024

2024/09/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have mostly concluded...

DRAM Contract Price Sep. 2024

2024/09/30

DRAM

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According to the latest survey by the global market intelligence firm TrendForce, DRAM suppliers and PC OEMs finalized 3Q24 contracts between late July and August...

Server Market Bulletin_20240926

2024/09/26

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs...

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

2024/09/25

DRAM , AI Server/HBM/Server

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According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...

DRAM Market Bulletin_20240925

2024/09/25

DRAM

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In the server DRAM segment, negotiations for 3Q24 contracts are mostly completed, with the focus now shifting to 4Q24...

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

2024/09/13

DRAM

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As indicated by TrendForce’s latest survey, there have been divergences among dynamics of transactions for DDR4/LPDDR4 and DDR5/LPDDR5 in the DRAM market recently...

Server Market Bulletin_20240912

2024/09/12

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as added updates on the supply chain of server cooling...

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