Research Reports


DRAM


AMD Likely to Exceed 22% in Market Share of x86 Server CPU Shipment in 2023 under ESG and Delayed Mass Production of Intel Sapphire Rapids

2022/10/24

DRAM

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As indicated by TrendForce’s latest survey on the supply chain, Intel has postponed the schedule for the mass production of Sapphire Rapids owing to how the appalling yield rate of Intel’s 7nm process has induced bottlenecks in various tests and qualifications...

Apple Raises Shipment Shares of iPhone 14 Pro Due to Strong Sales, but Total iPhone Shipments for 1Q23 Have Been Cut Slightly

2022/10/19

DRAM , Smartphones

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TrendForce’s Department of Semiconductor Research reports that Apple’s newly released iPhone 14 series has created a certain level of product differentiation with its processor performance...

DRAM Market Bulletin_20221019

2022/10/19

DRAM

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Prices for 4Q22 server DRAM contract are still being negotiated, and suppliers continue to offer quotes. Negotiations have also revealed that suppliers are targeting North American CSPs with deals...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

2022/10/08

DRAM , NAND Flash , Wafer Foundries

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The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

2022/10/08

DRAM , NAND Flash , Wafer Foundries

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The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

DRAM Market Bulletin_20221005

2022/10/05

DRAM

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Negotiations for 4Q22 contracts are still in the early stage, so no definite transaction prices have appeared...

Memory Industry Has Made Rare Move of Cutting Production as Sharp Demand Drop Stifles Inventory Consumption

2022/09/30

DRAM , NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the weakening of several end electronics since 4Q21 had initiated this wave of price reduction in memory...

Server DIMM Price Sep. 2022

2022/09/30

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, a comprehensive market consensus has yet to be attained for server DRAM prices having arrived at the end of 3Q22...