Research Reports


DRAM


Server Market Bulletin_20230427

2023/04/27

Semiconductors , DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on market updates for enterprise OEMs and CSPs. TrendForce’s survey on the supply chain indicates that US-based OEMs...

DRAM Market Bulletin_20230426

2023/04/26

Semiconductors , DRAM

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Even though DRAM suppliers are indicating that they will further scale back production, prices for 2Q23 DRAM contracts have registered...

DRAM Market Bulletin_20230419

2023/04/19

Semiconductors , DRAM

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Although Samsung announced a production cut on April 7, prices for 2Q23 contracts have yet to stabilize, and PC DRAM contract prices continue to plummet...

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

2023/04/18

Semiconductors , DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

PMIC of DDR5 RDIMMs Reportedly Has Compatibility Issue with New Server CPU Platforms, and Major DRAM Suppliers Have Begun to Resolve This Problem via Update to Product Design

2023/04/18

Semiconductors , DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...

Server Market Bulletin_20230413

2023/04/13

Semiconductors , DRAM , AI Server/HBM/Server

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The level of production for server motherboards has yet to ascend or descend significantly after the surveying on the supply chain...

DRAM Market Bulletin_20230412

2023/04/12

Semiconductors , DRAM

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Moving into 2Q23, Samsung’s latest announcement on its unprecedented production cut has yet to take effect on the demand side of the market...

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

2023/04/11

Semiconductors , DRAM , AI Server/HBM/Server

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TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

Semiconductors , DRAM , NAND Flash +1

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According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

Semiconductors , DRAM , NAND Flash +1

 PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

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