Research Reports


DRAM


DRAM Contract Price Sep. 2023

2023/09/28

DRAM

 PDF

According to the latest market survey conducted by TrendForce, most PC OEMs already finished negotiating prices for 3Q23 DRAM contracts in July and August...

3Q23 Server Diamond Datasheet

2023/09/27

DRAM , NAND Flash , AI Server/HBM/Server

 EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscale Servers in Memory Consumption.

DRAM Market Bulletin_20230927

2023/09/27

DRAM

 PDF

DRAM suppliers and buyers have already begun negotiating prices for fourth-quarter contracts. With the exception of server DRAM, the consensus for most other DRAM product categories is that it is difficult to produce further price concessions...

Server Market Bulletin_20230921

2023/09/21

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on enterprise OEMs and CSPs, and their respective markets. TrendForce, after conducting a survey on the supply chain...

DRAM Market Bulletin_20230913

2023/09/13

DRAM

 PDF

Now, in September, the focus of contract price negotiations is gradually shifting towards 4Q23. There is still demand related to the traditional busy season...

Server Market Report_3Q23

2023/09/13

DRAM , AI Server/HBM/Server

 PDF

Trends in Global and Chinese Server Markets
Rise of AIGC-Related Applications Is Driving Demand for AI Servers
Key Trends in Server Market for 2H23
TRI’s View

Server Market Bulletin_20230907

2023/09/07

DRAM , AI Server/HBM/Server

 PDF

This week’s Bulletin provides an update on server ODMs and the market of key server components. As indicated by TrendForce’s survey on the supply chain...

DRAM Market Bulletin_20230906

2023/09/06

DRAM

 PDF

As mentioned earlier, the pace of transactions in the server DRAM segment has been relatively slow due to a lack of consensus on prices between buyers and suppliers...

Server DRAM Industry Analysis-3Q23

2023/09/05

DRAM , AI Server/HBM/Server

 PDF

TrendForce had adjusted its forecast on annual server shipment to a YoY drop of 5.94% in August to reflect the reduction of shipment targets of US-based CSPs and the domestic Chinese market under...

Mobile DRAM Industry Analysis-3Q23

2023/09/05

DRAM , Smartphones

 PDF

Regional smartphone markets all experienced declines during 1H23, resulting in a YoY drop of around 13% in global smartphone production for the period...