Samsung reports sharp drop in profit amid chip slowdown
February 03, 2025
The South Korean company’s chip business showed a 2.9 trillion won operating profit due to the tech giant’s slow transition to HBM chips specialized for AI processors.
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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.
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.
Global semiconductor revenue to grow 14% in 2025
October 31, 2024
Global semiconductor revenue is projected to grow 14% in 2025 to total USD 717 billion, according to the latest forecast from Gartner. In 2024, the market is forecast to grow 19% and reach USD 630 billion.
Intelligent Memory takes over Memphis' DRAM module product line
October 31, 2024
From January 2025, Memphis Electronic will hand over its private-label DRAM modules to Intelligent Memory.
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.
SK hynix develops world's first 6th-gen DRAM chip
August 30, 2024
The new DRAM may help data centers reduce electricity costs by 30% thanks to technological innovation in design at a time when the AI boom is hiking power consumption.
DRAM industry surges 24.8% in 2Q24
August 15, 2024
According to TrendForce's most recent data, the DRAM industry had a significant revenue increase in the second quarter of 2024, reaching USD 22.9 billion – a quarter-over-quarter surge of 24.8%.
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.
HBM3e to reach 35% of advanced wafer input by 2024
May 27, 2024
TrendForce reports that the three largest DRAM suppliers are increasing wafer input for advanced processes. Following a rise in memory contract prices, companies have boosted their capital investments, with capacity expansion focusing on the second half of this year.
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.
NAND and DRAM contract prices set to increase even more
May 08, 2024
TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20%. Only eMMC/UFS will be seeing a smaller price increase of about 10%.
Powertech to boost CAPEX by 50% to meet demand for memory
May 06, 2024
Chip testing and packaging provider Powertech Technology Inc has revealed it will spend USD 460 million on advanced capacity and equipment.
SK Hynix to invest $3.86B in DRAM production in South Korea
April 24, 2024
SK hynix says that it plans to expand production capacity of the next-generation DRAM, including HBM, in response to the rapidly increasing demand for AI semiconductors.
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.
Rochester and IM ensure availability of legacy storage solutions
March 26, 2024
Rochester Electronics and Intelligent Memory (IM) have joined forces to ensure the continued availability of mature and legacy DRAM and NAND storage solutions tailored for industrial and embedded applications.
Top DRAM makers of Q423
March 05, 2024
The global DRAM industry saw a nearly 30% growth in revenues during 4Q23 – mainly due to rising prices and volume, Says TrendForce.
Are we facing a memory divide?
February 28, 2024
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
SK Hynix hails 'remarkable turnaround' with 4Q 2023 profit
January 25, 2024
South Korean memory chipmaker SK Hynix has posted its first profit in four quarters to confound analyst forecasts.
Memory trends: the tides are turning
January 23, 2024
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise for NAND Flash, the analyst saw a rebound in 3Q23 following four quarters of decline.
Memory trends: What’s hot in semiconductor memory in 2024
January 12, 2024
If 2023 has proven one thing, then that semiconductor memory is not for the faint of heart. 2024 promises to get a lot better for memory manufacturers but it will also be a bit tougher for OEMs and IDMs who need to say goodbye to the bargain prices from 2023. What else will we see? Here are the top 5 memory trends for 2024.
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.
Here’s Ho Ho Hoping for 2024
December 20, 2023
It’s that time of the year again when experts take out their crystal ball and try to see what lies ahead in the upcoming year. Looking at the predictions and forecasts from various industry analysts, they all have one thing in common: They see the semiconductor market pick up again. WSTS updated its forecast and now sees a 13.1% growth and Gartner even an increase of 17%.
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.
The memory rollercoaster ride
November 08, 2023
The semiconductor industry and especially the semiconductor memory business is not for the faint of heart. The volatility that you regularly see in this market is unmatched by any other industry.
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.
Q2 DRAM industry revenue rebounds with a 20.4% increase
August 24, 2023
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.
Global server shipments for 2024 projected to undergo constrained growth
August 15, 2023
The global server market, grappling with the impact of worldwide inflation, saw significant shifts in 2023. Server OEMs and CSPs revamped their investment strategies, resulting in cutbacks in both annual shipments and ODM production plans.
SK Hynix posts 2Q operating loss of 2.88tn won
July 27, 2023
Sluggish demand for memory chips pushed SK Hynix into an operating loss – but the firm believes the buoyant AI market will reverse its fortunes.
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