Research Reports


DRAM


DRAM Contract Price Sep. 2021

2021/09/30

Semiconductors , DRAM

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The latest survey of PC DRAM prices by global market intelligence firm TrendForce finds that there were no further changes in contract prices in September...

Server DIMM Price Sep. 2021

2021/09/30

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the global market intelligence firm TrendForce, several suppliers only concluded the negotiation for server DRAM contract prices in late August due to the inability of reaching a consensus between market participants...

Specialty DRAM Price Sep. 2021

2021/09/30

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the intensity of inventory pull from the buyers has significantly shrunken amidst the conservatizing sentiment of the DRAM market...

DRAM Market Bulletin_20210929

2021/09/29

Semiconductors , DRAM

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DRAM suppliers and customers in the contract market have shifted their focus to the next quarterly deals, so DRAM contract prices have held relatively steady through September...

China’s Dual Control Policy that Extends PCB Purchases and Server Production Schedule May Impact 4Q21 Shipment

2021/09/27

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...

Memory Prices to Deplete in 4Q21 amidst High Inventory of Buyers and Pandemic-Induced Chaotic Supply Chain

2021/09/15

Semiconductors , DRAM , NAND Flash +1

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As indicated by the latest survey of global market intelligence firm TrendForce, the sufficiency ratio of DRAM is about to elevate in 4Q21 after the peak production season of various end products that was 3Q21...

Drastic Declination in 3Q21 Server Shipment of Huawei May Reshuffle Chinese Market’s Competition Structure

2021/09/15

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Huawei has been included in the Entity List successively since the trade conflict between China and the US that started from 2019...

DRAM Market Bulletin_20210915

2021/09/15

Semiconductors , DRAM

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TrendForce’s recent observations on the sentiments of suppliers and clients find that it will be very difficult to keep prices on the upward trajectory for the upcoming quarterly contracts...

Demand below Supply in Growth Intensity during 2022 to Initiate a Price Reduction Cycle for the DRAM Industry

2021/09/08

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation in 3Q21 contract prices has been predominantly finalized between suppliers and major clients...

DRAM Market Bulletin_20210908

2021/09/08

Semiconductors , DRAM

 PDF

It is now the start of September, and DRAM suppliers and their customers have begun preliminary discussions about prices for 4Q21 contracts...

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