The memory market: supply, demand, and geopolitical influences in 2025
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.
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Server DRAM and HBM boost 3Q24 DRAM Industry revenue
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.
DRAM prices fall in 2025 amid weak demand and rising inventory
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.
DRAM module revenue declined 28% in 2023
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%.
Slowing demand growth constraints Q4 memory price increases
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 expected to increase by 8–13% in Q3
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.
Did we finally learn the lesson, or is this just the calm before the storm?
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.
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.
KLEVV launches New 5600MT/s DDR5 Standard Desktop/Laptop Memory
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.
Cincoze Rugged Embedded Computer facilitates Internet of Energy
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.
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.
KLEVV launches 5600MT/s DDR5 Standard Desktop/Laptop Memory
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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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.
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