Research Reports


DRAM


Mobile DRAM Contract Price 1Q23

2023/01/30

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, smartphone brands, having started adjusting their inventory of various components since 2022...

Server Market Bulletin_20230119

2023/01/19

Semiconductors , DRAM , AI Server/HBM/Server

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The tendency of cautious evaluation in CapEx has spread to North American CSPs, and prompted various companies to lower their 2023 server procurement, which serves as the main update for the server market bulletin this week...

DRAM Market Bulletin_20230118

2023/01/18

Semiconductors , DRAM

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Because the Lunar New Year holiday will arrive soon, suppliers are not particularly energetic in offering quotes for all categories of DRAM products...

Total Server Shipment Growth Rate to Drop to 1.87% in 2023 as North American CSPs Subside Server Purchase Dynamics

2023/01/16

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American CSPs...

DRAM Market Bulletin_20230111

2023/01/11

Semiconductors , DRAM

 PDF

Now, entering 1Q23, negotiation is ongoing for some quarterly contracts. The overall DRAM ASP will certainly fall as demand remains weak...

Specialty DRAM Price Dec. 2022

2022/12/30

Semiconductors , DRAM

 PDF

TrendForce’s latest survey of the consumer DRAM market finds that demand has remained low across most applications...

Server DIMM Price Dec. 2022

2022/12/30

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, most buyers, having arrived at the end of the year, have slowed down on procurement...

DRAM Contract Price Dec. 2022

2022/12/30

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that after finalizing their 4Q22 contracts in October, the major DRAM suppliers and PC OEMs were mostly quiet during November and December...

Development of HBM and CXL in the Age of AI, Vol. 3

2022/12/27

Semiconductors , DRAM , AI Server/HBM/Server

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The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...

COVID-19 Lockdown in Zhengzhou Has Accelerated Apple’s Implementation of Employing Second Outsourced Manufacturer for iPhone Pro Series

2022/12/26

Semiconductors , DRAM , Consumer Electronics +1

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Global market intelligence firm TrendForce reports that with Chinese government easing its measures for controlling local COVID-19 outbreaks...

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