Research Reports


DRAM


DRAM Market Bulletin_20240221

2024/02/21

DRAM

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Following the end of the Lunar New Year holiday, DRAM suppliers and buyers have yet to resume negotiations for 1Q24 contracts...

DRAM Market Bulletin_20240207

2024/02/07

DRAM

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Trading activities have been scarce in the DRAM contract market for the past week, and the lack of transactions has been especially noticeable in the server DRAM and mobile DRAM segments...

Mobile DRAM Contract Price 1Q24

2024/01/31

DRAM

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Market participants had started unfolding the negotiations for their 1Q24 contract prices since December last year, as indicated by the survey of global market intelligence firm TrendForce...

Specialty DRAM Price Jan. 2024

2024/01/31

DRAM

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Global market intelligence firm TrendForce reports that the top three DRAM suppliers are now experiencing an easing of inventory pressure as customers in the PC and server application segments...

DRAM Contract Price Jan. 2024

2024/01/31

DRAM

 PDF

Global market intelligence firm TrendForce reports that as the DRAM market enters 2024, suppliers and buyers have already been actively negotiating their 1Q24 contracts since the end of the preceding year...

Server DIMM Price Jan. 2024

2024/01/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, South Korean suppliers have been successively proposing quotes for 1Q24 contract prices recently...

DRAM Market Bulletin_20240131

2024/01/31

DRAM

 PDF

The DRAM market is gradually recovering, and growth is especially noticeable in the application segments related to consumer electronics...

AI’s Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications

2024/01/31

DRAM , NAND Flash

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In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds...

Server Market Bulletin_20240125

2024/01/25

DRAM , AI Server/HBM/Server

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This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand primarily due to the subtle reduction in annual shipment...

DRAM Market Bulletin_20240124

2024/01/24

DRAM

 PDF

Due to suppliers aggressively raising quotes, contract prices have risen further despite weak demand. The mobile DRAM segment has seen a QoQ price hike of 20%...

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