Research Reports


DRAM


DRAM Contract Price May 2024

2024/05/31

DRAM

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Global market intelligence firm TrendForce reports that most PC OEMs and DRAM suppliers completed their 2Q24 contracts in the second half of April...

Total Mobile DRAM Revenue Rose by 13.9% for 1Q24 Thanks to Ongoing Rally of Contract Prices

2024/05/31

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that smartphone brands had mostly finished with stocking mobile DRAM components at low prices before the start of the Lunar New Year holiday...

Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

2024/05/30

DRAM , NAND Flash

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The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

DRAM Market Bulletin_20240529

2024/05/29

DRAM

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Continuing from last week, contract negotiations are still ongoing in the server DRAM segment. Looking ahead to 3Q24, the QoQ hikes in contract prices of conventional DRAM products are projected to...

Total DRAM Revenue for 1Q24 Showed QoQ Growth of 5.1% as Rise of Contract Prices Offset Seasonality

2024/05/23

DRAM

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According to the latest research by the global market intelligence firm TrendForce, the total revenue of the DRAM industry for 1Q24 came to US$18.35 billion...

Server Market Bulletin_20240523

2024/05/23

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

2024/05/22

DRAM , AI Server/HBM/Server

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According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

DRAM Market Bulletin_20240522

2024/05/22

DRAM

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In the mobile DRAM segment, smartphone brands have been hesitant to accept the quotes that were offered by DRAM suppliers at the start of this second quarter and show QoQ hikes of 15-20%...

DRAM Market Bulletin_20240515

2024/05/15

DRAM

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Contract quotes continue to climb, but the overall transaction volume has not increased significantly in the current month of May...

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024/05/13

DRAM , AI Server/HBM/Server

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According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

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