Research Reports


DRAM


Mobile DRAM Suppliers’ Amplified Sales Intention in 4Q21 to Contribute to Roughly 3-8% of ASP Reduction

2021/11/09

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, new prices of mobile DRAM usually become effective prior to the end of the first month in a quarter under the usual quarterly negotiation approach...

DRAM Market Bulletin_20211103

2021/11/03

DRAM

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While some contract negotiations are still ongoing, prices have been set for October contracts. Looking ahead to November...

Development of HBM and CXL in the Age of AI, Vol. 1

2021/11/02

DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the incorporation of HBM (High Bandwidth Memory) and CXL (Compute Express Link) has received additional attention recently from the support of the x86 platform in the future...

Annual DRAM Revenue for 2022 Expected to Reach US$91.5 Billion, with Prices Likely to Rally in 2H22

2021/10/29

DRAM , NAND Flash

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Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations...

Server DIMM Price Oct. 2021

2021/10/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation for server DRAM contract prices has yet to conclude for many clients apart from concluded transactions among several OEMs and CSPs...

Specialty DRAM Price Oct. 2021

2021/10/29

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the quarterly lock-in deals must once again be renegotiated having now entered October...

DRAM Contract Price Oct. 2021

2021/10/29

DRAM

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Global market intelligence firm TrendForce reports that the contract price trend of PC DRAM products has formally made a...

DRAM Market Bulletin_20211027

2021/10/27

DRAM

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It is near the end of October, and negotiations for 4Q21 contracts are still ongoing. Less than half of quarterly deals have been completed. In terms of MoM price changes for October...

Mobile DRAM Contract Price_4Q21

2021/10/26

DRAM

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Global market intelligence firm TrendForce reports that the shifting situation with the COVID-19 pandemic and the shortages of certain key components continue to constrain smartphone production as this year approaches its end...

Micron Reportedly Plans to Build a New Fab in Hiroshima so as to Acquire Capacity for EUV-Based DRAM Production in 2024

2021/10/20

DRAM

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Japanese news agencies have reported that major US-based DRAM supplier Micron is planning to build a new DRAM fab near its existing DRAM fab in Hiroshima...

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