Research Reports


Semiconductors


China’s DRAM Policy Imminent; Technology, R&D, and IP to be Key Challenges

2015/06/15

DRAM

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According to DRAMeXchange, a division of global market research firm TrendForce, on October 14, 2014, China’s Ministry of Industry and Information Technology (MIIT) announced the establishment of the National Integrated Circuitry Industry Investment Fund...

[REVISED]NAND Flash Contract Price 2H May 2015

2015/05/29

NAND Flash

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Micron has yet to adopt any aggressive pricing strategy this month due to the lack of pressure to digest inventory and the growing NAND Flash and SSD demands from leading PC OEMs, according to DRAMeXchange, a research division of TrendForce...

DRAM Contract Price 2H May 2015

2015/05/29

DRAM

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The majority of the DRAM contract prices for this month has been settled, according to DRAMeXchange, a research division of TrendForce...

DRAM Industry Analysis Report-2Q15

2015/05/29

DRAM , Notebook Computers , Tablets

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As a result of an 11% decrease in average DRAM contract price worldwide in addition to notebook and smartphone market seasonality, global DRAM industry value fell by 7.5% QoQ in the first quarter to US$12 billion. As top-tier memory makers advance to 20nm and 25nm process technology, bit output is on the rise. Furthermore, DRAM sales reached a recent high in the fourth quarter of 2014, but once peak demand subsided increased production and high inventory levels pressured manufacturers to lower prices. Some manufacturers began adjusting their product mix in the first quarter, hoping to achieve price equilibrium...

Mobile DRAM Industry Analysis Report-2Q15

2015/05/29

DRAM , Smartphones

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Worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter, a decline of less than 1% QoQ. Mobile memory sales accounted for 29.8% of total DRAM industry revenue. In the first quarter of 2015, mobile DRAM shipments increased by 8.2% QoQ, boosted by added 23nm production from Samsung. Furthermore, as average selling prices for mobile DRAM have been relatively steady, global mobile DRAM revenue will only continue to grow...

NAND Flash Industry Analysis Report-2Q15

2015/05/29

NAND Flash , Notebook Computers , Smartphones +1

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Seasonality resulted in NAND flash oversupply in the first quarter, bringing average chip price down by nearly 10%. NAND flash vendors’ revenues decreased compared to the fourth quarter. TrendForce slight oversupply to continue in the first half of the second quarter, but as new smartphones hit the market beginning in late May and SSD demand picks up, NAND flash market supply and demand should be balanced in the second half of the year...

Server DIMM Price May 2015

2015/05/28

DRAM , AI Server/HBM/Server

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According to DRAMeXchange, a division of global market research firm TrendForce, server market demand has yet to show signs of recovery this month...

Mobile DRAM Revenues Remain Flat in 1Q15 as Prices Fall

2015/05/20

DRAM

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According to DRAMeXchange, a division of global market research firm TrendForce, worldwide mobile DRAM revenue reached US$3.576 billion in the first quarter, a decline of less than 1% QoQ...

Demand Seasonality Impacts NAND Flash Brand Supplier Performance in 1Q15

2015/05/19

NAND Flash

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Affected by demand seasonality, the NAND flash market is oversupplied, resulting in significant price decline...

[REVISED]NAND Flash Contract Price 1H May 2015

2015/05/15

NAND Flash

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The NAND Flash manufacturers are continuing to lower their supplies to the channel clients as a result of Apple’s and Samsung’s better than expected NAND Flash demands, according to DRAMeXchange, a research division of TrendForce...

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