Farnell inks distribution agreement with Alliance Memory
March 27, 2024
Farnell has signed a global distribution agreement with Alliance Memory, bringing a significant new supplier to Farnell’s semiconductor portfolio.
2Q24 DRAM price increases expected to narrow
March 26, 2024
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
DRAM contract prices projected to Increase 13–18% in 1Q24
January 08, 2024
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge.
Contract prices bottom out in Q3, boosting DRAM revenue
December 04, 2023
TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to USD 13.48 billion – marking 18% QoQ growth.
Q4 DRAM contract prices set to rise
October 16, 2023
TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
DRAM and NAND Flash demand expected to increase in 2024
August 30, 2023
TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector.
Intelligent Memory inks distribution agreement with Mouser
August 09, 2023
Intelligent Memory (IM), a manufacturer of industrial-grade memory product solutions, has entered into a global distribution agreement with Mouser Electronics.
Teledyne e2v and Infineon partner on optimised processor boot solution
July 07, 2023
Infineon and Teledyne e2v have developed a reference design for the implementation of compute-intensive space systems.
DRAM ASP decline narrows to 0~5% for 3Q23
July 05, 2023
TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply.
DRAM and NAND Flash prices expected to fall further in 2Q23
May 09, 2023
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.
SK Hynix to expand Wuxi fab legacy production capacity
May 04, 2023
Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below. SK hynix’s Wuxi fab was granted a one-year production license, but geopolitical risks and weak demand prompted the company to reduce wafer starts by about 30% per month in 2Q23, according to TrendForce's research.
PMIC issue with server DDR5 RDIMMs reported
April 25, 2023
TrendForce reports that mass production of new server platforms—such as Intel Sapphire Rapids and AMD Genoa—is imminent. However, recent market reports have indicated a PMIC compatibility issue for server DDR5 RDIMMs; DRAM suppliers and PMIC vendors are working to address the problem.
Decline in DRAM ASP narrows to 10~15% in 2Q23
March 28, 2023
TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23, and this price decline is predicted to slow down to 10~15% next quarter.
Global DRAM revenue fell by more than 30% in 4Q22
March 02, 2023
According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to USD 12, 281 million for 4Q22.
QoQ decline in DRAM ASP will moderate to around 13~18% for 1Q23
January 09, 2023
TrendForce’s latest analysis of the DRAM market finds that the inventory pressure on suppliers remains significant due to the persistently weak demand for consumer electronics.
Intelligent Memory secures additional distribution muscles
December 07, 2022
DRAM and Flash memory product supplier, Intelligent Memory (IM), is growing their distribution channel presence via a new distribution partnership in EMEA with Ineltek.
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Annual growth of server shipments forecast to ebb to 3.7% in 2023
October 18, 2022
Pandemic-induced materials shortages abated in the second half of this year and the supply and delivery of short-term materials has recovered significantly. However, assuming materials supply is secure and demand can be met, the annual growth rate of server shipments in 2023 is estimated to be only 3.7%, which is lower than 5.1% in 2022.
Fusion Sourcing Group to represent Intelligent Memory
October 04, 2022
Intelligent Memory (IM), a manufacturer of industrial-grade memory product solutions, has signed Fusion Sourcing Group as its representative in the Northeast United States.
Demand remains stagnant, supply chain inventories remain high
September 23, 2022
According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline.
Consumer DRAM price decline expands to 13~18%
August 10, 2022
According to TrendForce investigations into the DRAM market, under pressure from ever-increasing output, Korean manufacturers have significantly increased their willingness to compromise on pricing in order to stimulate buying from distributors and customers, leading to a steady expansion of falling prices.
Historically low 2023 DRAM demand bit growth at only 8.3%
August 03, 2022
According to TrendForce, DRAM market demand bit growth will only amount to 8.3% in 2023, sub-10% for the first time in history, and far lower than supply-side bit growth of approximately 14.1%.
3Q22 DRAM pricing decline expands to nearly 10%
July 22, 2022
Despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground, steadily conveying inventory pressure from buyers to sellers.
TrendForce forecast DRAM pricing to drop by 3~8% in 3Q22
June 20, 2022
According to TrendForce research, despite the significance of peak season and rising DDR5 penetration, the 3Q22 DRAM market still succumbed to the negative impact of weak consumer electronics demand resulting from the Russian-Ukrainian war and high inflation, which in turn led to an increase in overall DRAM inventory.
Three companies held 94% of the 2021 DRAM market
May 25, 2022
Over the past 30 years, the DRAM market has been characterised by periods of spectacular growth and years of devastating crashes. Most recently, the DRAM market fell 37% in 2019 but soared 42% in 2021.
DRAM price drop forecast to continue in 2Q22 by 0-5%
March 28, 2022
According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being influenced in the short-term by the Russian-Ukrainian war and high inflation weakening consumer purchasing power.
DDR3 consumer DRAM prices expected to rise 0-5% in 2Q22
March 07, 2022
Intel and AMD will be releasing new CPUs that support DDR5 DRAM solutions for PCs and servers this year. In response, the DRAM industry led by South Korean suppliers is developing solutions to complement the arrival of the new CPUs.
Overall DRAM output decreased nearly 6% QoQ in 4Q21
February 17, 2022
The pandemic has impeded the supply of many end-user devices such as smartphones, servers, PCs, and niche consumer electronics components, indirectly leading to a decline in a willingness on the procurement-end to stock relatively abundant memory chips, according to TrendForce research.
Neumonda brings Intelligent Memory to EMEA
January 11, 2022
Neumonda, a specialty memory company with the “DNA” of former memory manufacturer Qimonda, announces that it has brought its subsidiary, Intelligent Memory (IM) – an independent manufacturer of industrial grade memory solutions – to Europe.
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