Research Reports


DRAM


DRAM Market Bulletin_20240911

2024/09/11

DRAM

 PDF

The contract prices for 3Q24 have largely been set. Conventional DRAM prices are expected to increase by approximately 8-13% QoQ...

Server DRAM Industry Analysis-3Q24

2024/09/04

DRAM , AI Server/HBM/Server

 PDF

Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...

DRAM Market Bulletin_20240904

2024/09/04

DRAM

 PDF

Continuing from last week’s update, mobile DRAM remains the weakest application segment in terms of price trends. Prices of LPDDR4X products...

Apple Will Maintain Its Smartphone Market Share with Cautious Pricing Strategy; Shipments of New iPhone Models Will Reach 86.7 Million Units in 2024, Showing YoY Growth of 7.8%

2024/09/02

DRAM , Smartphones

 PDF

Apple plans to launch its flagship iPhone 16 series in September 2024. All four new models this year will feature the new processor made with TSMC’s 3nm node...

Mobile DRAM Industry Analysis-3Q24

2024/09/02

DRAM , Smartphones

 PDF

In 2Q24, global smartphone production totaled 286 million units, reflecting a QoQ decline of 3.4% but a YoY increase of 5.2%...

Server DIMM Price Aug. 2024

2024/08/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices have yet to full conclude...

DRAM Industry Analysis-3Q24

2024/08/30

DRAM

 PDF

The quarterly total revenue of the global DRAM industry reached US$22.9 billion for 2Q24, marking a QoQ increase of 24.8%...

Specialty DRAM Price Aug. 2024

2024/08/30

DRAM

 PDF

According to the global market intelligence firm TrendForce, weakening consumer electronics sales and limited progress in infrastructure development have created a rather pessimistic market outlook...

DRAM Contract Price Aug. 2024

2024/08/30

DRAM

 PDF

According to the latest research by the global market intelligence firm TrendForce, Samsung and SK hynix already finished negotiating 3Q24 contract prices with their clients in the PC DRAM segment in late July...

Smartphone Production in 3Q24 Will See Modest QoQ Increase, but Overall Volume Will Still Be Below Pre-pandemic Level

2024/08/29

DRAM , Smartphones

 PDF

According to the latest investigation by TrendForce’s Department of Semiconductor Research, global smartphone production in 2Q24 totaled 286 million units...

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