Research Reports


DRAM


Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts

2023/05/26

DRAM

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According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...

Dynamics of AI Server Market

2023/05/26

DRAM

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1. Forecast on Global Server Market
2. Development Dynamics of AI Server Applications
3. Major Chip Suppliers and Shipment Ratio of AI Servers
4. Global Shipment and Estimated Ratio Changes of AI Servers
5. Memory Solutions for AI Servers
6. Major Server Manufacturers’ Latest Activities in AI Server Segment

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease

2023/05/25

DRAM , Smartphones

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According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...

Server Market Bulletin_20230525

2023/05/25

DRAM

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This week’s Bulletin focuses on the updates of markets for enterprise OEMs and CSPs. As indicated by TrendForce’s latest supply chain survey...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

DRAM , NAND Flash , Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

DRAM Market Bulletin_20230524

2023/05/24

DRAM

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For a significant number of contract negotiations, buyers and sellers have yet to reach agreements on price and quantity...

2Q23 Mobile Datasheet

2023/05/22

DRAM , NAND Flash , Smartphones +1

 EXCEL

Mobile DRAM and Mobile NAND Flash latest market supply/demand update.

2Q23 Server DRAM Datasheet

2023/05/19

DRAM

 EXCEL

Quarterly Server DRAM latest market revenue/output update

21.2% QoQ Drop in 1Q23 Revenue amidst Sluggish Demand after Three Consecutive Quarters of Depletion

2023/05/18

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...

Post-COVID Stagnancy in Total New Smartphone Production as Emerging Refurbished Market Carves Up Shares of New Models

2023/05/17

DRAM , Smartphones

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As indicated by the survey of global market intelligence firm TrendForce, Apple’s release of first iPhone back in 2007 marked the beginning of the smartphone era for the handset market...