Research Reports


DRAM


DRAM Market Bulletin_20210825

2021/08/25

Semiconductors , DRAM

 PDF

Price negotiation continued through July and finally finished in August for some 3Q21 server DRAM contracts...

Mobile DRAM Revenue Climbed by Nearly 11% QoQ for 2Q21 on Back of Rising DRAM ASP

2021/08/23

Semiconductors , DRAM

 PDF

TrendForce’s analysis of the performance of the mobile DRAM market for 2Q21 finds that smartphone brands were still proactively stocking up on components during that period as they maintained high expectations for their annual production figures...

DRAM Market Bulletin_20210818

2021/08/18

Semiconductors , DRAM

 PDF

TrendForce maintains its view from last week that negotiations over contract prices are not expected to be at a significant level for August...

Peak Season Caused Server DRAM Revenue to Rise Sharply by 35.3% QoQ for 2Q21

2021/08/16

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

Market intelligence firm TrendForce reports that the momentum of server DRAM procurement was stronger in 2Q21 than in 1Q21 mainly because buyers were anticipating further hikes in component prices and had concerns about uncertainties in the supply chain...

Server Market Report_2Q21

2021/08/13

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

Dynamics of Server Market in 2Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View

26% QoQ Growth Seen in 2Q21 DRAM Market as Shipment Surpassed Expectation and DRAM Quotations Magnified

2021/08/12

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the demand end had further amplified the purchase intensity during 2Q21 in fear of higher subsequent prices and insufficient source of products after the official subversion in DRAM prices in 1Q21...

DRAM Market Bulletin_20210811

2021/08/11

Semiconductors , DRAM

 PDF

It is now the first week of August, and negotiations over contract prices have temporarily ceased following the completion of the latest quarterly deals...

PC DRAM Contract Prices May Start to Deplete in 4Q21 as Module Spot Prices Continue to Weaken

2021/08/04

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the negotiation on the contract prices of PC DRAM has predominantly concluded having entered 3Q21...

Next Gen Platform Transition Cycle Starts from 3Q22 as x86 Architecture Remains as Leader in Server Market

2021/08/04

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel and AMD...

Next Gen Platform Transition Cycle Starts from 3Q22 as x86 Architecture Remains as Leader in Server Market

2021/08/04

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel and AMD...

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