Research Reports


DRAM


Server DRAM Revenue Dropped 33.9% QoQ in 4Q22 under Sizable ASP Decrement

2023/02/21

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...

Global DRAM Revenue Dropped Further by More Than 30% QoQ for 4Q22 as Suppliers Cut Prices to Drive Sales

2023/02/20

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%...

YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered Again to 1.31% as Chinese and US-Based OEMs Have Corrected Down Their Shipment Projections

2023/02/16

Semiconductors , DRAM , AI Server/HBM/Server

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According to TrendForce’s latest examination of the server supply chain, the general situation has started to stabilize in 1Q23 as shortages of certain components have been easing gradually...

Server DRAM Officially Surpasses Mobile DRAM in DRAM Output as Smartphone Demand Continues to Weaken in 2023

2023/02/15

Semiconductors , DRAM , NAND Flash +1

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As indicated by the latest survey of global market intelligence firm TrendForce, uncertainties yielded by the supply chain amidst the pandemic had led to an accumulation of excessive inventory from the preparation...

DRAM Market Bulletin_20230215

2023/02/15

Semiconductors , DRAM

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The contract market as a whole has not changed noticeably from last week, and a MoM decline in prices is still expected for February even after the downward shift in January...

DRAM Market Bulletin_20230208

2023/02/08

Semiconductors , DRAM

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Even though the Lunar New Year holiday has ended, contract negotiations have yet to pick up. Since actual demand is still not significant...

Server Market Bulletin_20230202

2023/02/02

Semiconductors , DRAM , AI Server/HBM/Server

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The adjustments on server procurement among CSPs since January have also affected ODMs...

Server DIMM Price Jan. 2023

2023/01/31

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor segment of small-scale buyers...

Specialty DRAM Price Jan. 2023

2023/01/31

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that DRAM suppliers started to offer quotes for 1Q23 contract prices before the Lunar New Year holiday...

DRAM Contract Price Jan. 2023

2023/01/31

Semiconductors , DRAM

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Market intelligence firm TrendForce reports that the number of work days for this January is notably lower compared with the same month of the previous years due to the early arrival of the Lunar New Year holiday...

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