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.
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.
Samsung's 12nm-Class DDR5 DRAM has started mass production
May 22, 2023
Samsung Electronics' 16-gigabit (Gb) DDR5 DRAM, which utilises 12nm-class process technology, has started mass production.
Server shipments estimated to fall 2.85% YoY in 2023
May 17, 2023
TrendForce reveals that alongside the four major CSPs reducing their procurement volumes, OEMs like Dell and HPE have also scaled back their annual shipment volume forecasts at some point between February and April, predicting YoY declines of 15% and 12%, respectively.
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.
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.
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.
Samsung to start mass production of 12nm-Class DDR5 DRAM in 2023
December 21, 2022
Samsung Electronics has developed its 16-Gb DDR5 DRAM built using the industry’s first 12nam-class process technology, as well as completed product evaluation for compatibility with AMD.
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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.
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