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.
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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%.
Contract price increases boost DRAM Q1 revenue by 5.1%
June 13, 2024
TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter.
Taiwan DRAM manufacturers gradually resume production
April 10, 2024
DRAM manufacturers are gradually resuming production following the earthquake that struck Taiwan on April 3, 2024. Despite some damages and the necessity for inspections or disposal of wafers among suppliers, TredForce reports that the impact on the total DRAM output for Q2 is estimated to be less than 1%
Earthquake update: Taiwan's tech sector weathers the storm
April 04, 2024
Taiwan's wafer foundries and DRAM production remains unaffected following the earthquake that struck the island on April 3, 2024.
Taiwan earthquake spares DRAM and foundry production
April 03, 2024
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
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.
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.
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.
DRAM industry Q1 revenues decline 21.2% QoQ
May 25, 2023
TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to USD 9.663 billion.
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.
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.
Global DRAM revenue for 3Q22 showed QoQ drop of almost 30%
November 18, 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to USD 18.19 billion.
DRAM market deflates – cyclical downturn looms
September 21, 2022
A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights
Limited impact on production following Taiwanese earthquake
September 19, 2022
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon, an earthquake with a magnitude of 6.8 on the Richter scale occurred in Chishang Township, Taitung.
Global 2Q22 DRAM revenue grows by 6.5% QoQ,
August 15, 2022
According to TrendForce investigations, 2Q22 DRAM industry revenue reached USD 25.59 billion, growing 6.5% QoQ.
Are Micron and the Taiwanese semi suppliers the canaries in the coal mine?
August 02, 2022
Early warning signs of a turning point in the semiconductor industry cycle becoming more evident.
Nanya breaks ground on new fab in Taiwan
June 23, 2022
Nanya Technology Corporation has broken ground on its new semiconductor fab in New Taipei City’s Nanlin Technology Park. Once completed, the NTD 300 billion (EUR 9.6 billion) investment will result in an advanced fab with a double-deck cleanroom.
Global DRAM revenue falls 4.0% QoQ in 1Q22, says TrendForce
May 18, 2022
According to TrendForce investigations, total DRAM revenue in 1Q22 decreased by 4.0% QoQ, reaching USD 24.03 billion. The primary reason for this drop stems from market inflation, weakening demand, and the outbreak of the Russian-Ukrainian war at the end of February affecting the performance of terminal consumption.
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.
Semi industry capex forecasted to reach over $190B this year
March 02, 2022
2020-2022 is expected to become the first three year period of double-digit capex growth since 1993-1995.
Samsung unthreatened as top DRAM brand in 4Q21 ranking
February 17, 2022
While shipments from Samsung fell during the quarter – due to poor end-user demand. The company is still virtually unthreatened in TrendForce's latest ranking of the top DRAM brands based on revenue.
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.
No major impact on Taiwan DRAM and foundry fabs following earthquake
January 04, 2022
An earthquake that was around magnitude 6.0 on the Richter scale occurred off the east coast of Taiwan at 5:46PM local time on January 3, 2022.
DRAM industry’s revenue increases by 10% QoQ for 3Q21
November 16, 2021
DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce’s latest investigations.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021
Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations.
DRAM prices projected to enter a period of downswing in 2022
October 12, 2021
DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
DRAM revenue undergoes 26% increase QoQ for 2Q21
August 30, 2021
After DRAM prices made a rebound into an upward trajectory in 1Q21, buyers expanded their DRAM procurement activities in 2Q21 as they anticipated a further price hike and insufficient supply going forward, according to market researcher TrendForce.
Global PCB Top25: ZD Tech, Unimicron & DSBJ lead
August 24, 2021
In 2020 there were 128 manufacturers with revenue exceeding USD 100 million included in the list, up 6 from 122 in 2019, with a combined 10.3% growth rate from USD 62.342 billion to 68.789 billion.
DRAM revenue for 1Q/21 with an 8.7% increase QoQ
May 11, 2021
Demand for DRAM exceeded expectations in 1Q/21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to market researcher TrendForce.
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