Research Reports


DRAM


Server Market Bulletin_20230323

2023/03/23

Semiconductors , DRAM , AI Server/HBM/Server

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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

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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

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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

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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

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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

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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%...

DRAM Market Bulletin_20230308

2023/03/08

Semiconductors , DRAM

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The QoQ decline in server DRAM contract prices for 1Q23 was more or less set in February, but contract prices of the mainstream DDR4 server DRAM modules...

TrendForce Estimates 10.8% CAGR Growth in AI Server Shipment between 2023 and 2027

2023/03/01

Semiconductors , DRAM , AI Server/HBM/Server

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TrendForce noticed that numerous large CSPs have started investing in a significant level of equipment establishment related to AI under the emerging of applications...

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