Research Reports


DRAM


Server DIMM Price Jul. 2022

2022/07/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the declination of server DRAM contract prices has yet to suspend even though it is currently a traditional peak season for the server industry...

DRAM Demand Bit Growth Forecasted to Reach New Low in 2023 as Hyperinflation Continues to Impact Consumer Demand; NAND Flash Content per Box Could Increase Due to Price Elasticity of Demand

2022/07/27

DRAM , NAND Flash , Notebook Computers +1

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Global market intelligence firm TrendForce reports that shipments of NBs and smartphones in 1H22 were impacted by a demand freeze in the wider consumer electronics market...

DRAM Market Bulletin_20220727

2022/07/27

DRAM

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Price negotiation activities have been the most energetic in the server DRAM segment, followed by the mobile DRAM segment...

Mobile DRAM Contract Price 3Q22

2022/07/27

DRAM

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Global market intelligence firm TrendForce reports that smartphone sales slumped further during 2Q22 due to factors such as the Russia-Ukraine military conflict and the COVID-19 lockdown in Shanghai...

DRAM Market Bulletin_20220720

2022/07/20

DRAM

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Regarding the negotiations over server DRAM contracts, suppliers have been more willing to provide favorable quotes for their clients in the recent period...

Intel’s Schedule Updates on Sapphire Rapids: XCC Incorporation Unchanged for 4Q22, MCC Postponed to 1H23

2022/07/14

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the unresolved qualification of new models and material shortages that have amplified the difficulties of material preparation for new models...

North American CSPs Maintain Stable Level of Server Procurement Demand, but One Has Started to Adjust Its Component Orders That Have Long Lead Time

2022/07/14

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that moving into 3Q22, the server supply chain has started to stabilize as the supply situations of certain components...

DRAM Market Bulletin_20220713

2022/07/13

DRAM

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It is now the beginning of 3Q22, and TrendForce’s latest examination of quarterly contract negotiations finds that no transaction has been finalized for any category of DRAM products...

Micron’s Hiroshima Fab Suffered Brief Power Outage on July 8; Impact of This Incident on Production Capacity Is Expected to Be Limited

2022/07/12

DRAM

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Global market intelligence firm TrendForce reports that on July 8, Micron’s fab in the Japanese city of Hiroshima experienced a brief power outage that lasted about 5-10 minutes...

DRAM Market Bulletin_20220706

2022/07/06

DRAM

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Contract prices of server DRAM products fell marginally by 2% MoM for June mainly because some CSPs and server OEMs have postponed their DRAM procurement...

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