Research Reports


Semiconductors


Server DRAM Prices Will Not Rise as Much as Projected Earlier for 2H20 Due to Shifts in Market Dynamics

2020/05/22

DRAM , AI Server/HBM/Server

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TrendForce’s latest analysis of the Server DRAM market finds that the global spread of the COVID-19 outbreak in 1Q20 has caused significant uncertainties across the server supply chain...

DRAM Industry Analysis-2Q20

2020/05/21

DRAM

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Having gone through inventory adjustments for several quarters in 2019, DRAM officially entered the price inflation cycle in the beginning of 2020. As suppliers are properly selling their inventory...

NAND Flash Market Bulletin_20200520

2020/05/20

NAND Flash

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Continuing from last week’s price predictions, which manifested a similar trend to DRAM, the predominant inflation dynamics for...

DRAM Market Bulletin_20200520

2020/05/20

DRAM

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Contract prices have kept rising in 2Q20 with 8GB DDR4 PC DRAM modules now trading at US$28.3 on average...

Foundry Partners May Face Revision in 3Q20 Activation from the US Ban on Huawei that Impacts the Supply Chain

2020/05/19

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the Industry and Security Bureau of the US Department of Commerce announced...

NAND Flash Revenue Grew by 8.3% QoQ for 1Q20 as Demand from Data Centers Offset Impact of COVID-19

2020/05/19

NAND Flash

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Based on TrendForce’s observation, the performance of the global NAND Flash market in 1Q20 can be divided into the following phases...

New US Rules Affect Huawei’s Supply Chain but Have No Tangible Impact on the Memory Market for Now

2020/05/18

DRAM , NAND Flash

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The Industry and Security Bureau of the US Department of Commerce announced an expansion of the trade restrictions against the Chinese technology giant Huawei on May 15...

Weakening Demand and High Inventory Could Impact Foundries’ Capacity Utilization Rates in 2H20

2020/05/15

Wafer Foundries

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TrendForce’s recent research on the global semiconductor foundry market finds that demand on the whole was relatively...

Server DRAM Revenue of the Top Three Suppliers Rose Against Seasonal Headwinds by 1.4% QoQ for 1Q20

2020/05/14

DRAM , AI Server/HBM/Server

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TrendForce’s analysis of the Server DRAM market for 1Q20 finds that the procurement demand from server manufacturers and cloud service providers...

1Q20 Mobile DRAM Revenue Falls 16.7% Due to Seasonality and COVID-19; Further Drops Possible in Future

2020/05/14

DRAM , Smartphones

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As indicated by the survey of global market intelligence firm TrendForce, the COVID-19 pandemic has resulted a QoQ...

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