Research Reports


DRAM


DRAM Price Forecast for 3Q22 Has Been Corrected Down Further as Rising Inventory and Weakening Demand Compel Suppliers to Change Their Stance in Price Negotiations

2022/06/28

Semiconductors , DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with 3Q22 approaching, preliminary negotiations over quarterly contracts have begun for some DRAM products...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

2022/06/28

Semiconductors , DRAM , NAND Flash +1

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As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

2022/06/28

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

DRAM Market Bulletin_20220622

2022/06/22

Semiconductors , DRAM

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The situation has not changed from the previous week: Suppliers and buyers have shifted their focus to 3Q22 contracts. According to TrendForce’s observation, a market consensus has emerged that...

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment

2022/06/21

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the server end is continuously confined by undersupplied materials amidst the supply chain issues of the industry that started surfacing since the outbreak of the COVID-19 pandemic...

One of CSPs Is Taking Lead in Extending Operational Lifespan of Servers, but Server Shipments Will Remain Robust in Future

2022/06/16

Semiconductors , DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...

DRAM Market Bulletin_20220615

2022/06/15

Semiconductors , DRAM

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Regarding prices for 2Q22 contracts, there have been no further changes to the actual transaction prices as the end of this quarter is approaching...

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices

2022/06/10

Semiconductors , DRAM , NAND Flash +1

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Continuing from the memory price projection of the previous quarter, global market intelligence firm TrendForce reports that factors such as the Russia-Ukraine military conflict...

Server Market Report_1Q22

2022/06/08

Semiconductors , DRAM , AI Server/HBM/Server

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Trends in Server Market for 2021 and Outlook for 2022
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_20220601

2022/06/01

Semiconductors , DRAM

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Compared with last week, prices of some DRAM contracts have not shown a steeper decline. On the whole, QoQ drops in contract prices have come to just 0-5% for 2Q22...

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