Research Reports


DRAM


Component Gaps in Supply Chain Are Constraining Smartphone Brands from Raising Device Production in 2H21

2021/11/25

Semiconductors , DRAM , Consumer Electronics +1

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Global market intelligence firm TrendForce reports that the smartphone market is showing an improvement in demand during the second half of this year due to...

DRAM Industry Analysis-4Q21

2021/11/22

Semiconductors , DRAM

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DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year...

Mobile DRAM Revenue Will Decline in 4Q21 as Prices Are on Downtrend

2021/11/19

Semiconductors , DRAM

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Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lowered their annual device production targets...

DRAM Market Bulletin_20211117

2021/11/17

Semiconductors , DRAM

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Contract transactions in November still show declining prices. In particular, a small amount of transactions involving PC DRAM products are showing prices that are under the level of US$30...

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements

2021/11/15

Semiconductors , DRAM , AI Server/HBM/Server

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The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncertainties in the supply chain...

DRAM Industry’s Revenue for 3Q21 Rose by 10% QoQ Thanks to Slight Shipment Growth and Ongoing Quote Hikes

2021/11/11

Semiconductors , DRAM

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Global market intelligence firm TrendForce reports that DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain...

DRAM Market Bulletin_20211110

2021/11/10

Semiconductors , DRAM

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Prices have finally been arranged this week for more server DRAM contracts...

Mobile DRAM Suppliers’ Amplified Sales Intention in 4Q21 to Contribute to Roughly 3-8% of ASP Reduction

2021/11/09

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, new prices of mobile DRAM usually become effective prior to the end of the first month in a quarter under the usual quarterly negotiation approach...

DRAM Market Bulletin_20211103

2021/11/03

Semiconductors , DRAM

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While some contract negotiations are still ongoing, prices have been set for October contracts. Looking ahead to November...

Development of HBM and CXL in the Age of AI, Vol. 1

2021/11/02

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the incorporation of HBM (High Bandwidth Memory) and CXL (Compute Express Link) has received additional attention recently from the support of the x86 platform in the future...

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