Research Reports


DRAM


To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites

2023/03/31

Semiconductors , DRAM , AI Server/HBM/Server

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Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...

Specialty DRAM Price Mar. 2023

2023/03/31

Semiconductors , DRAM

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According to TrendForce’s survey of the consumer DRAM market for March, only networking device manufacturers were willing to continue to release a marginal amount of procurement demand as shipments of end products as a whole were still in slump...

DRAM Contract Price Mar. 2023

2023/03/31

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that in the DRAM market, suppliers and buyers have mostly shifted their attention to 2Q23 contracts...

Server DIMM Price Mar. 2023

2023/03/31

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...

DRAM Market Bulletin_20230329

2023/03/29

Semiconductors , DRAM

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So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

2023/03/23

Semiconductors , DRAM , NAND Flash +1

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Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

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...

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