Research Reports


Semiconductors


Supply Crunch in 2020 Will Lead to a Reshuffling of Enterprise SSD Makers in Market Share Terms

2020/03/26

NAND Flash , AI Server/HBM/Server

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Samsung and Intel together accounted for more than 60% of the global market share for Enterprise SSDs in 2019...

NAND Flash Market Bulletin_20200325

2020/03/25

NAND Flash

 PDF

Negotiations over 2Q20 contracts are currently underway. Although the impact of the coronavirus pandemic on the wider economy is intensifying...

DRAM Market Bulletin_20200325

2020/03/25

DRAM

 PDF

We maintain our view from last week that prices will rise for March contracts with the average prices of mainstream PC DRAM...

California’s COVID-19 Lockdown Will Not Significantly Affect Shipments of Whole Servers for Now

2020/03/20

DRAM , AI Server/HBM/Server

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In a bid to contain the rapidly expanding coronavirus outbreak, the US state of California has just issued...

Memory Supply Is Still Unaffected by COVID-19 Lockdowns Worldwide but ASPs Could Fall Soon Due to Worsening Outlook

2020/03/20

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

In an effort to halt the spread of the coronavirus pandemic, countries around the world have implemented temporary measures to...

NAND Flash Contract Prices Will Stay on Upswing in 2Q20 for Now but Overall ASP Could Tumble in 2H20 Due to the Pandemic

2020/03/19

NAND Flash

 PDF

For this quarter (1Q20), the ASP in the whole NAND Flash market has risen by about 5% QoQ despite the headwinds...

Samsung’s Server DRAM Supply Is Unaffected by Philippines’ Travel Ban for Now

2020/03/19

DRAM , AI Server/HBM/Server

 PDF

To limit the spread of the coronavirus disease, the government of the Philippines will be...

Volatile Market Situation Forces UNIC Memory to Adjust Its Strategy and Focus More on Mainstream Offerings

2020/03/18

DRAM

 PDF

According to TrendForce’s investigation, UNIC Memory has recently made significant changes to...

DRAM Market Bulletin_20200318

2020/03/18

DRAM

 PDF

DRAM suppliers and their clients are currently negotiating the contracts for this month. Based on the latest survey of transactions...

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