Research Reports


DRAM


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...

Server DIMM Price Jan. 2022

2022/01/28

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the market was affected by numerous unexpected events (e.g. earthquake in Taiwan, lockdown in Xi’an, and fire at ASML’s Berlin plant)...

Specialty DRAM Price Jan. 2022

2022/01/28

Semiconductors , DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, spot prices have rebounded from rock bottom owing to the lockdown in Xi’an at the end of 2021...

DRAM Contract Price Jan. 2022

2022/01/28

Semiconductors , DRAM

 PDF

TrendForce reports that after staying flat in November and December last year, contract prices of PC DRAM products were again up for negotiations in January this year as the month was the critical period for arranging 1Q22 contracts...

Mobile DRAM Contract Price_1Q22

2022/01/27

Semiconductors , DRAM

 PDF

Global market intelligence firm TrendForce reports that DRAM suppliers were under the pressures of high inventory and quarterly revenue target near the end of last year...

DRAM Market Bulletin_20220126

2022/01/26

Semiconductors , DRAM

 PDF

Some 1Q22 contracts for PC DRAM have been arranged, but most quarterly deals are still being negotiated...

DRAM Market Bulletin_20220119

2022/01/19

Semiconductors , DRAM

 PDF

Some DRAM contracts for 1Q22 have been made in succession, but the percentage of finalized quarterly deals is still fairly low. Most of the completed transactions are related to PC DRAM...

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