Research Reports


Semiconductors


DRAM Contract Price Jul. 2023

2023/07/31

DRAM

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According to market research firm TrendForce, PC OEMs slightly increased their DRAM inventories to 10-14 weeks by the end of 2Q23 as they chose to stock up ahead of time...

NAND Flash Wafer Contract Price Jul. 2023

2023/07/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had remained flat in ASP during July under no significant changes...

NAND Flash Contract Price Jul. 2023

2023/07/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash prices had leveled to that of June, and continued to linger at rock bottom without any changes in purchase behavior...

Foundry Market Bulletin_20230731

2023/07/31

Wafer Foundries

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Samsung LSI + Foundry generated roughly US$4.04 billion (calculation based on US$1=KRW$1,315.68) of revenue in 2Q23 under an approximate QoQ increase of 17.3% attributable to...

Server DIMM Price Jul. 2023

2023/07/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the server industry’s on-going reduction of inventory, together with how AI-related topics are driving additional resources to the particular field...

Enterprise SSD Contract Price 3Q23

2023/07/31

NAND Flash , AI Server/HBM/Server

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According to TrendForce’s research, the overall economic outlook was negative at the beginning of this year. In view of this situation, North American CSPs have corrected down their annual server demand...

HBM Supply Bit Estimated at 105% YoY in 2024 amidst Expansions as AI Servers Continue to Ascend Demand for Accelerators

2023/07/28

AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM (High Bandwidth Memory) products that had initially occupied roughly 1% of bit production among DRAM suppliers...

HBM Supply Bit Estimated at 105% YoY in 2024 amidst Expansions as AI Servers Continue to Ascend Demand for Accelerators

2023/07/28

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, HBM (High Bandwidth Memory) products that had initially occupied roughly 1% of bit production among DRAM suppliers...

Server Market Bulletin_20230727

2023/07/27

DRAM , AI Server/HBM/Server

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This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs...

DRAM Market Bulletin_20230726

2023/07/26

DRAM

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Even though it is now approaching the end of July, contract negotiations...

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