Research Reports


DRAM


Server DRAM Industry Analysis-1Q23

2023/03/09

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

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

 PDF

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

 PDF

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

 PDF

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

 PDF

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

 PDF

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

Global Smartphone Production Fell by 15.5% YoY to Just 301 Million Units for 4Q22 Due to Underwhelming Peak Season

2023/02/24

Semiconductors , DRAM , Consumer Electronics +1

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Global market intelligence firm TrendForce reports that in 4Q22, smartphone brands were hoping that the promotional activities related to the year-end holiday season and...

Specialty DRAM Price Feb. 2023

2023/02/24

Semiconductors , DRAM

 PDF

Global market intelligence firm TrendForce reports that after experiencing a MoM decline that reached 10% in January...

Smartphone Market Decode_1Q23

2023/02/24

Semiconductors , DRAM , NAND Flash +4

 ZIP

TrendForce, a global market intelligence firm for the technology sectors, proudly presents “Smartphone Market Decode” – a quarterly research report that synergizes the resources of several in-house analyst teams such as the Department of Semiconductor Research, the Department of Display Research, the Department of ICT Application Research, etc.

In addition to the first-hand data on the device production figures of the major electronics brands and the latest overview of the supply chains for the key components, Smartphone Market Decode also covers the relevant topics pertaining to technological innovations and development trends. The report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional industry knowledge that can be used to make the best operational decisions.

Server DIMM Price Feb. 2023

2023/02/24

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, CSPs have yet to significantly recover in overall procurement this month due to their comprehensive reduction in demand that started from January...

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