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Marco-Peter-2026

January 29, 2026
When German memory company Neumonda talks about bringing semiconductor memory manufacturing back to Germany, it sparks curiosity — not about the technology itself, but about the scale, the investment needed, and whether it’s actually possible.

COO-Marco-Mezger-column-portrait

January 16, 2026
The memory super cycle is no longer a forecast - it is a reality. Across all major financial institutions and industry media, we see the same message. 2026 will be defined by structural undersupply, especially in DRAM and NAND. Here’s what we are seeing.

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global-map

December 03, 2025
Industry analyst Claus Aasholm on why the supply-demand forces that once stabilised DRAM pricing have permanently shifted.

COO-Marco-Mezger-column-portrait

November 17, 2025
Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.

Evertiq-IM-Alistair-Jones

July 10, 2025
We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.

DRAM5-products

February 27, 2025
TrendForce’s latest research reveals that global DRAM industry revenue surpassed USD 28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.

2025-Predictions

December 30, 2024
As we head into 2025, the DRAM memory market is bracing for significant turbulence. With price erosion projected across multiple sectors and a shift in production dynamics, it’s clear that the landscape will look vastly different by the second half of 2025.

dram-revenue-3q24

November 27, 2024
TrendForce’s latest investigations reveal that the global DRAM industry revenue reached US$26.02 billion in 3Q24, marking a 13.6% QoQ increase.

DRAM5-products

November 19, 2024
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.

embedded-memory-storgare-solutions

November 14, 2024
TrendForce’s latest analysis reveals that the global revenue for the DRAM module market reached USD 12.5 billion in 2023 — a YoY decline of 28%.

DRAM5-products

October 09, 2024
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.

dram-prices-2q-3q

July 05, 2024
TrendForce reports that a recovery in demand for general servers — coupled with an increased production share of HBM by DRAM suppliers — has led suppliers to maintain their stance on hiking prices.

COO-Marco-Mezger-column-portrait

May 21, 2024
Following the earthquake in Taiwan in April, the industry expected an impact on chip and especially memory prices. After all, 65% of the world’s advanced nodes are being produced there, and when it comes to AI servers the figure is even higher.

March 27, 2024
Farnell has signed a global distribution agreement with Alliance Memory, bringing a significant new supplier to Farnell’s semiconductor portfolio.

DDR5

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-price-projection

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.

DRAM5-products

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.

DRAM5-products

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-NAND-Flash-Bit-Demand-growth-2020-2024

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.

IM-David-Raquet

August 09, 2023
Intelligent Memory (IM), a manufacturer of industrial-grade memory product solutions, has entered into a global distribution agreement with Mouser Electronics.

nor-flash-rad

July 07, 2023
Infineon and Teledyne e2v have developed a reference design for the implementation of compute-intensive space systems.

Price-projections-dram-products-2q23-3q23

July 05, 2023
TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply.

DRAM5-products

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.

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.

proportion-pmic-procurement-major-dram-suppliers

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.

price-projections-dram-products

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.

DRAM5-products

March 02, 2023
According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to USD 12, 281 million for 4Q22.

price-projections-DRAM-products

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.

January 06, 2023
KLEVV, an emerging memory brand introduced by Essencore, unveils its latest DDR5 standard U-DIMM and SO-DIMM memory running at 5600MT/s.

December 20, 2022
Many countries are facing serious energy shortages, and to counter this problem, many are already actively utilizing renewable energy, but they also urgently need the layout of the internet of energy (IoE) to harness this new power.

IM-David-Raquet

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.

November 08, 2022
KLEVV, an emerging memory brand introduced by Essencore, unveils its latest DDR5 standard U-DIMM and SO-DIMM memory running at 5600MT/s.

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