Research Reports


DRAM


Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

2024/05/30

DRAM , NAND Flash

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The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

DRAM Market Bulletin_20240529

2024/05/29

DRAM

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Continuing from last week, contract negotiations are still ongoing in the server DRAM segment. Looking ahead to 3Q24, the QoQ hikes in contract prices of conventional DRAM products are projected to...

Total DRAM Revenue for 1Q24 Showed QoQ Growth of 5.1% as Rise of Contract Prices Offset Seasonality

2024/05/23

DRAM

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According to the latest research by the global market intelligence firm TrendForce, the total revenue of the DRAM industry for 1Q24 came to US$18.35 billion...

Server Market Bulletin_20240523

2024/05/23

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

2024/05/22

DRAM , AI Server/HBM/Server

 PDF

According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

DRAM Market Bulletin_20240522

2024/05/22

DRAM

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In the mobile DRAM segment, smartphone brands have been hesitant to accept the quotes that were offered by DRAM suppliers at the start of this second quarter and show QoQ hikes of 15-20%...

2Q24 Mobile Datasheet

2024/05/22

DRAM , NAND Flash , Smartphones +1

 EXCEL

Mobile DRAM and Mobile NAND Flash latest market supply/demand update.

2Q24 Server DRAM Datasheet

2024/05/17

DRAM , AI Server/HBM/Server

 EXCEL

Quarterly Server DRAM latest market revenue/output update

DRAM Market Bulletin_20240515

2024/05/15

DRAM

 PDF

Contract quotes continue to climb, but the overall transaction volume has not increased significantly in the current month of May...

2Q24 DRAM Diamond Datasheet

2024/05/15

DRAM

 EXCEL

TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.

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