Research Reports


DRAM


DRAM Market Bulletin_20211229

2021/12/29

Semiconductors , DRAM

 PDF

DRAM suppliers and their clients are currently negotiating over 1Q22 contracts, and they are significantly far apart on price...

DRAM Longer Term Projection_4Q21

2021/12/28

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

DRAM Market Bulletin_20211222

2021/12/22

Semiconductors , DRAM

 PDF

The view of the contract market has not changed from the previous week. Price negotiation activities are still rather lethargic at this moment...

DRAM Market Bulletin_20211215

2021/12/15

Semiconductors , DRAM

 PDF

TrendForce’s view on the contract market has not changed from the previous week. Since suppliers and buyers have redirected their attention to 1Q22 deals...

Cloud Migration Continues to Drive Growth of Hyperscale Data Centers and Spurs Server OEMs to Enter Cloud Service Market

2021/12/14

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

The latest research by global market intelligence firm TrendForce finds that the current data center deployment demand is about three times larger in scale when compared with the wave of data center deployment demand from...

DRAM Market Bulletin_20211208

2021/12/08

Semiconductors , DRAM

 PDF

Notebook (laptop) computer production in 4Q21 has exceeded expectations because component gaps in the supply chain have started to ease...

Better-Than-Expected NB Production to Slightly Lower Buyer Inventory and Diminish 1Q22 Price Reduction

2021/12/06

Semiconductors , DRAM , NAND Flash +1

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the total production of NB for 4Q21 has exceeded the initial expectation of TrendForce...

Server Market Report_3Q21

2021/12/02

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

Dynamics of Server Market in 3Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Topics and Trends in Server Market
Conclusion and TRI’s View

Server DRAM Industry Analysis-4Q21

2021/11/30

Semiconductors , DRAM , AI Server/HBM/Server

 PDF

A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...

DRAM Contract Price Nov. 2021

2021/11/29

Semiconductors , DRAM

 PDF

Global market intelligence firm TrendForce reports that prices for quarterly PC DRAM contracts begin to drop in October with the ASP registering...

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