Research Reports


DRAM


DRAM Contract Price Feb. 2022

2022/02/25

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, there have been no active negotiations in the PC DRAM field during February...

Global Mobile DRAM Revenue Fell by Nearly 7% QoQ for 4Q21 Due to Declining Prices for Quarterly Contracts

2022/02/24

Semiconductors , DRAM

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According to TrendForce’s latest analysis of the mobile DRAM market, the significant downward corrections that the Chinese smartphone brands had made to their annual device production targets continued to affect the sales of mobile DRAM solutions during 4Q21...

DRAM Industry Analysis-1Q22

2022/02/23

Semiconductors , DRAM

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Manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain. Chip shortages have constrained assembly capacity for practically all kinds of electronics...

DRAM Market Bulletin_20220223

2022/02/23

Semiconductors , DRAM

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Regarding negotiations for server DRAM contracts, North American CSPs have finished arranging the prices for the first-quarter deals...

Server DRAM Revenue Registered Minor QoQ Increase of 0.4% for 4Q21 Thanks to Expansion of Procurements by Customers in North American Data Center Market

2022/02/22

Semiconductors , DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...

Server Market Report_4Q21

2022/02/16

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
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View

DRAM Market Bulletin_20220216

2022/02/16

Semiconductors , DRAM

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No completed quarterly contract transactions have been reported from the server DRAM segment, but there are signs that DRAM suppliers and hyperscalers are close to reaching a consensus on the reasonable price range...

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client

2022/02/15

Semiconductors , DRAM , AI Server/HBM/Server

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Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...

Decline in Both Shipments and Quotes Caused Global DRAM Revenue to Drop by Around 6% QoQ for 4Q21

2022/02/15

Semiconductors , DRAM

 PDF

Global market intelligence firm TrendForce reports that in 4Q21, manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain...

DRAM Market Bulletin_20220209

2022/02/09

Semiconductors , DRAM

 PDF

The Lunar New Year has passed, and the prices for the 1Q22 PC DRAM contracts have been mostly arranged. The average contract price of the mainstream PC DRAM modules has come to...

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