Research Reports


DRAM


DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

2024/11/21

DRAM

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Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...

DRAM Market Bulletin_20241120

2024/11/20

DRAM

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Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...

4Q24 Server DRAM Datasheet

2024/11/18

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

2024/11/15

DRAM , AI Server/HBM/Server

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Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...

Server Market Report_4Q24

2024/11/15

DRAM , AI Server/HBM/Server

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Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Orientations of AI Server Supply Chain in 2024 & 2025
TRI’s View

4Q24 DRAM Diamond Datasheet

2024/11/15

DRAM

 EXCEL

TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.

Server Market Bulletin_20241114

2024/11/14

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

DRAM Monthly Datasheet Nov. 2024

2024/11/14

DRAM , AI Server/HBM/Server , AI Server/HBM/Server +3

 EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

DRAM Market Bulletin_20241113

2024/11/13

DRAM

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In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

2024/11/11

DRAM

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TrendForce reports that it is now a key moment for negotiating Q4 2024 contract prices. Prices of DDR4 and LPDDR4X products, which are made with mature processes...

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