Research Reports


DRAM


DRAM Market Bulletin_20211020

2021/10/20

DRAM

 PDF

It is now the second half of October, and negotiations for 4Q21 contracts are in a gridlock as TrendForce had anticipated earlier. DRAM suppliers are currently offering quotes only to Tier-1 clients...

ASP of Server DRAM Begins to Fall; Price Cycle Shortens but Decline Will Be Within Historical Range

2021/10/13

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that server DRAM prices already reached their peak for this cyclical upturn (i.e., around US$160)...

ASP of Server DRAM Begins to Fall; Price Cycle Shortens but Decline Will Be Within Historical Range

2021/10/13

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that server DRAM prices already reached their peak for this cyclical upturn (i.e., around US$160)...

DRAM Market Bulletin_20211006

2021/10/06

DRAM

 PDF

Contract prices were flat in September because there were no tangible transactions. Presently, DRAM suppliers and their clients have shifted their attention wholly onto quarterly contracts...

DRAM Longer Term Projection_3Q21

2021/10/05

DRAM , AI Server/HBM/Server

 PDF

TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

DRAM Contract Price Sep. 2021

2021/09/30

DRAM

 PDF

The latest survey of PC DRAM prices by global market intelligence firm TrendForce finds that there were no further changes in contract prices in September...

Server DIMM Price Sep. 2021

2021/09/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the global market intelligence firm TrendForce, several suppliers only concluded the negotiation for server DRAM contract prices in late August due to the inability of reaching a consensus between market participants...

Specialty DRAM Price Sep. 2021

2021/09/30

DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the intensity of inventory pull from the buyers has significantly shrunken amidst the conservatizing sentiment of the DRAM market...

DRAM Market Bulletin_20210929

2021/09/29

DRAM

 PDF

DRAM suppliers and customers in the contract market have shifted their focus to the next quarterly deals, so DRAM contract prices have held relatively steady through September...

China’s Dual Control Policy that Extends PCB Purchases and Server Production Schedule May Impact 4Q21 Shipment

2021/09/27

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...

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