Research Reports


DRAM


DRAM Contract Price 1H Sep._2014

2014/09/15

DRAM

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The DRAM manufacturers and their clients have begun to discuss prices for the fourth quarter following the completed negotiations for Q3's contract price, according to DRAMeXchange, the memory and storage research division of TrendForce. For September...

DRAM Industry Profits to Stabilize as Korean Manufacturers Slow Capacity Expansion in 2015

2014/09/04

DRAM

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According to DRAMeXchange, a division of global research firm TrendForce, construction of Samsung and SK Hynix's new fabrication plants will be finished in 2015, and next year's plans for manufacturing capacity are currently being...

[Update]DRAM Contract Price 2H Aug._2014

2014/09/01

DRAM

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The DRAM contract prices have remained relatively unchanged in the second half of August, according to DRAMeXchange, the memory and storage research division of TrendForce. This is mainly due to the...

DRAM Contract Price 2H Aug._2014

2014/08/29

DRAM

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The DRAM contract prices have remained relatively unchanged in the second half of August, according to DRAMeXchange, the memory and storage research division of TrendForce. This is mainly due to the...

Mobile DRAM Industry Analysis Report-3Q14

2014/08/29

DRAM , Smartphones

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Global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter. As DRAM supply is tight worldwide, mobile DRAM prices stabilized in the second quarter. Furthermore, with Chinese smartphone brands on the rise and the spread of 4G networks, mobile DRAM shipments have been strong, pushing industry value to grow by 12% QoQ in the second quarter...

DRAM Industry Analysis Report-3Q14

2014/08/29

DRAM , Notebook Computers , Tablets

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As a result of strong smartphone growth, mobile DRAM has the highest production ratio in the global DRAM industry, edging out commodity DRAM. With less supply, commodity DRAM has become the most profitable product category and contract prices were on the rise in the second quarter. Global DRAM industry value reached US$10.8 billion in the second quarter, a 9% QoQ increase. Looking at profits, of the three major DRAM makers, Samsung had the best performance with an operating margin of 39%, while SK Hynix was close behind with 38%. Inotera, part of the Micron group, had the highest operating margin of all DRAM manufacturers, at 55%. With the oligopoly and tight supply, a decline in DRAM prices would have been difficult. TrendForce forecasts DRAM industry value will reach US$46.8 billion in 2014, a 36% YoY increase...

Specialty DRAM Price Aug. 2014

2014/08/27

DRAM

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Specialty DRAM prices have remained in an uptrend in August, and showed an...

Server DIMM Price Aug. 2014

2014/08/27

DRAM

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The average 16GB server DIMM prices grew by a slight...

DRAM Market Oligopoly to Face Challenges as Manufacturers Carry Out Capacity Expansions in 2015

2014/08/26

DRAM

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An increasing number of DRAM manufacturers are planning to expand their capacity in 4Q14 as a means to handle the market’s continuously...

DRAM Contract Price 1H Aug._2014

2014/08/15

DRAM

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The contract prices for 1H'August have yet to be announced, according to DRAMeXchange, the memory and storage research division of TrendForce...