Research Reports


DRAM


Robust Revenue Performance Expected for Mobile DRAM as Stocking Demand Remains Flourishing

2020/11/20

Semiconductors , DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the reinforced sanction imposed on Huawei by the US Department of Commerce during mid-3Q20...

DRAM Market Bulletin_20201118

2020/11/18

Semiconductors , DRAM

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TrendForce maintains the view that contract prices will register MoM declines for November and December...

Server Market Report_3Q20

2020/11/17

Semiconductors , DRAM , AI Server/HBM/Server

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Global Server Market in 3Q20
Server and Cloud Sectors in 3Q20
Relationship between OEMs and Taiwan’s ODMs
Key Market Trends and Topics
Conclusion and TRI’s View

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious

2020/11/17

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...

Micron Helped Slightly Raise Global DRAM Revenue for 3Q20; Rising Shipments and Falling Prices Affected Performances

2020/11/13

Semiconductors , DRAM

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TrendForce’s analysis of the DRAM market for 3Q20 finds that DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from the second half of August to mid-September...

DRAM Market Bulletin_20201111

2020/11/11

Semiconductors , DRAM

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Entering November, the DRAM market as a whole is still experiencing weakening demand. Contract prices will remain on the slide from October...

Digital Transformation and New Norms Will Raise Global Server Shipments by 7% YoY for 2021

2020/11/06

Semiconductors , DRAM , AI Server/HBM/Server

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Research by market intelligence firm TrendForce finds that the number of hyperscale data centers is now...

DRAM Market Bulletin_20201104

2020/11/04

Semiconductors , DRAM

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Contracts for 4Q20 have all been finalized, and transactions show price changes that are in line with TrendForce’s projection...

Specialty DRAM Price Oct. 2020

2020/10/30

Semiconductors , DRAM

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TrendForce’s analysis of specialty (consumer) DRAM market for October finds that contract prices are again under the dictate of the structural supply/demand dynamics...

Server DIMM Price Oct. 2020

2020/10/30

Semiconductors , DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the 4Q20 prices of Server DRAM will experience profound difficulties in negotiation...

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