"dram" Search Results

Keyword

Advanced Search

Sort by

Report
DRAM Monthly Datasheet Dec. 2024

2024/12/16

Semiconductors , DRAM +6

EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.

Report
Server Market Bulletin_20241212

2024/12/12

DRAM , AI Server/HBM/Server

PDF

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

Report
US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

2024/12/09

DRAM , AI Server/HBM/Server

PDF

Donald John Trump, the latest US president-elect, announced on November 26th 2024 when he won the presidential election that he will be signing an executive order on the day of inauguration...

Report
Server DRAM Industry Analysis－4Q24

2024/12/09

DRAM , AI Server/HBM/Server

PDF

Judging by the current market status, demand for servers has started revitalizing each quarter since 3Q24 primarily owing to...

Report
Mobile DRAM Industry Analysis－4Q24

2024/12/06

DRAM , Smartphones

PDF

In 3Q24, global smartphone production totaled 306 million units, increasing by 7.0% compared with 2Q24 and remaining flat compared with the same period last year...

Report
DRAM Industry Analysis－4Q24

2024/12/06

DRAM

PDF

The DRAM industry’s revenue totaled US$26.02 billion for 3Q24, marking a QoQ increase of 13.6%. This growth was driven by rising contract prices...

Report
[Selected Topics] Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

2024/12/03

Semiconductors

PDF

TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have to rely on domestic HBM solutions, significantly challenging China's ASIC industry growth. The expanded Entity List and controlled products list will also impact the development of domestic HBM products in China. Existing HBM suppliers are expected to adjust product and sales strategies, potentially expanding the supply to H20 AI chips or conventional DRAM.

Report
[Selected Topics] With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

2024/12/03

Semiconductors

PDF

TrendForce reports that global smartphone production grew by 7% QoQ in 3Q24, driven by peak seasonality and new iPhone launches, but remained flat YoY, indicating weak demand recovery. While the Android segment remained sluggish, Apple's new iPhones and early stocking for NVIDIA's GB200 supported mobile DRAM revenue growth. Smartphone production is expected to peak in Q4, but brands remain cautious with inventory due to uncertain demand outlook.

Report
With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

2024/12/03

DRAM , Smartphones

PDF

According to the latest research by global market intelligence firm TrendForce, the peak season in the second half of the year and the launch of new flagship models by...

Get in touch with us