Research Reports


DRAM


DRAM Market Bulletin_20210526

2021/05/26

Semiconductors , DRAM

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TrendForce maintains the view that contract prices that were arranged in April will...

DRAM Industry Analysis-2Q21

2021/05/25

Semiconductors , DRAM

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The demand for DRAM was even more compelling in 1Q21 primarily owing to three major dynamics, which are 1) the new norm of telecommuting and distance learning derived since the outbreak of the COVID-19 pandemic that resulted in an obstinately high demand dynamics for notebooks...

Pandemic-Induced Cloud Migration Dynamics in Asia Pacific May Alleviate Inventory Gap of Server Supply Chain

2021/05/20

Semiconductors , DRAM , NAND Flash +3

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The COVID-19 pandemic had decelerated the global economic development over the past year, yet expedited on the progress of enterprise cloud migration. Businesses, regardless of scales...

DRAM Market Bulletin_20210519

2021/05/19

Semiconductors , DRAM

 PDF

It is now May, and contract prices have generally held steady from April as they have not changed since the completions of quarterly deals...

Revenue and Market Shares of Mobile DRAM to Grow Again in 2Q21 Owing to ASP Increases

2021/05/19

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the smartphone industry remains on the same stocking intensity to that of 4Q20 under the expected release of Huawei’s market shares...

Total Server DRAM Revenue of Top 3 Suppliers Rose by 1.7% QoQ for 1Q21 as Market Was Relatively Warm Despite Off-Season

2021/05/18

Semiconductors , DRAM , AI Server/HBM/Server

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TrendForce’s analysis of the server DRAM market for 1Q21 finds that the brisk procurement activities in 4Q20 were carried over to 1Q21...

Update on Shutdown of Hsinta Power Plant on May 13 and Its Impact on Taiwan’s Foundry and Wafer Fabs

2021/05/13

Semiconductors , DRAM , NAND Flash +1

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Global market intelligence firm TrendForce reports that the Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13...

Update on Shutdown of Hsinta Power Plant on May 13 and Its Impact on Taiwan’s Foundry and Wafer Fabs

2021/05/13

Semiconductors , DRAM , NAND Flash +1

 PDF

Global market intelligence firm TrendForce reports that the Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13...

DRAM Market Bulletin_20210512

2021/05/12

Semiconductors , DRAM

 PDF

Negotiations over 2Q21 contracts are mostly finished for the major categories of DRAM products. Contract prices of PC DRAM and server DRAM products have registered...

Server Market Report_1Q21

2021/05/07

Semiconductors , DRAM , AI Server/HBM/Server

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Global Server Market in 1Q21
Server and Cloud Sectors
Relationship between OEMs and Taiwan’s ODMs
Key Market Trends and Topics
Conclusion and TRI’s View

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