Research Reports


DRAM


Memory Prices to Deplete in 4Q21 amidst High Inventory of Buyers and Pandemic-Induced Chaotic Supply Chain

2021/09/15

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the sufficiency ratio of DRAM is about to elevate in 4Q21 after the peak production season of various end products that was 3Q21...

Drastic Declination in 3Q21 Server Shipment of Huawei May Reshuffle Chinese Market’s Competition Structure

2021/09/15

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Huawei has been included in the Entity List successively since the trade conflict between China and the US that started from 2019...

DRAM Market Bulletin_20210915

2021/09/15

DRAM

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TrendForce’s recent observations on the sentiments of suppliers and clients find that it will be very difficult to keep prices on the upward trajectory for the upcoming quarterly contracts...

Demand below Supply in Growth Intensity during 2022 to Initiate a Price Reduction Cycle for the DRAM Industry

2021/09/08

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation in 3Q21 contract prices has been predominantly finalized between suppliers and major clients...

DRAM Market Bulletin_20210908

2021/09/08

DRAM

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It is now the start of September, and DRAM suppliers and their customers have begun preliminary discussions about prices for 4Q21 contracts...

Mobile DRAM Industry Analysis-3Q21

2021/09/01

DRAM , Smartphones

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The recent surges of COVID-19 cases in India, Vietnam, and other Southeast Asian countries have adversely affected the smartphone market in terms of production and demand...

DRAM Market Bulletin_20210901

2021/09/01

DRAM

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The latest comparison of the contract price trends of different DRAM categories finds that PC DRAM is the weakest...

Server DRAM Industry Analysis-3Q21

2021/08/31

DRAM , AI Server/HBM/Server

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A retrospect on the 2Q21 market status indicates that server OEMs had amplified on the purchase intensity of server DRAM from the concern over how component gaps would affect the shipment of completed units...

Specialty DRAM Price Aug. 2021

2021/08/31

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the intensity in inventory pull from the buyers has turned conservative amidst the DRAM market sentiment that has now turned cautious...

Server DIMM Price Aug. 2021

2021/08/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation duration for 3Q21 contract prices of server DRAM had postponed and extended under the inability of reaching a consensus between buyers and sellers...

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