Research Reports

Specialty DRAM Price Nov. 2023

2023/11/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that the upward trend of consumer DRAM prices continued in November, with contract prices showing small hikes from the previous month...

S5. Quarterly Smartphone Market Decode_4Q23

2023/11/30

DRAM , NAND Flash , Panel Industry , Smartphones +1

 ZIP

Server DRAM Revenue Fell by 45% YoY for 3Q23 as Demand Slump Compelled Suppliers to Capture Market Share by Slashing Prices

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...

DRAM Contract Price Nov. 2023

2023/11/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that, because Micron did not release quotes in October and some buyers did not accept the initial quotes from the two South Korean suppliers...

Server Market Bulletin_20231130

2023/11/30

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...

DRAM Market Bulletin_20231129

2023/11/29

DRAM

 PDF

Prices for 4Q23 DRAM contracts have mostly risen noticeably, but the transaction momentum is at its slowest in the server DRAM segment...

Mobile DRAM Revenue Surpassed Expectations in 3Q23 Thanks to Moderation of QoQ Price Decline and Increase in Bit Shipments

2023/11/28

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that the downswing of DRAM prices moderated significantly during 3Q23. At that same time, smartphone brands became...

DRAM Industry’s Revenue Rose by Nearly 20% QoQ for 3Q23 as Bottom-out of Prices Drove Buyers to Initiate Procurement Activities

2023/11/24

DRAM

 PDF

According to TrendForce’s latest research, the total revenue of the DRAM industry for 3Q23 came to US$13.48 billion, marking a QoQ increase of 18.0%...

Server Market Report_4Q23

2023/11/24

DRAM , AI Server/HBM/Server

 PDF

Global Server Market – Performance in 4Q23 and Outlook for 1Q24
Development of Server Brands and CSPs
Development of Taiwanese Server OEMs and Key Supply Chains
TRI’s View

Mobile DRAM Saw 18-23% QoQ Growth in 4Q23 Contract Prices under Buyers’ Urgent Procurements

2023/11/17

DRAM

 PDF

TrendForce’s latest survey shows that contract prices for mobile DRAM have been successively finalized having entered November...