Research Reports


DRAM


Fueled by AI-Related Applications and CSPs’ Orders, Strong Demand Growth Leads to Upward Revision for Server Market

2025/03/11

DRAM , AI Server/HBM/Server

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According to the latest research by TrendForce, the outlook for the server market in 2025 has been revised upwards...

Server DRAM Industry Analysis-1Q25

2025/03/07

DRAM , AI Server/HBM/Server

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Judging by the current market status, demand for servers has started revitalizing each quarter, where a segment of server ODMs have been seeing a sizable increase of orders from US-based CSPs since 4Q24...

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

2025/03/07

DRAM , AI Server/HBM/Server

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As indicated by the survey of global intelligence firm TrendForce, the server DRAM market continues to benefit by increase of DDR5 shipment and prices...

Server Market Bulletin_20250306

2025/03/06

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...

Mobile DRAM Industry Analysis-1Q25

2025/03/06

DRAM , Smartphones

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Driven by China’s subsidy program, global smartphone production rose by 9.2% QoQ to 335 million units for 4Q24...

China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

2025/03/06

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that smartphone production in 4Q24 exceeded expectations...

DRAM Industry Analysis-1Q25

2025/03/05

DRAM

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Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion...

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

2025/03/05

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that global smartphone production increased by 9.2% QoQ in 4Q24. This gain was attributed to Apple’s rollout of new devices...

Server Market Report_1Q25

2025/03/03

DRAM , AI Server/HBM/Server

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Server Market Dynamics and Analysis – Worldwide and China
Dynamics of CSPs and Server Brands
Key Trends in AI Servers and Data Center Markets During 2025
TRI’s View

Server DIMM Price Feb. 2025

2025/02/27

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...

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