The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.
"TrendForce reports that suppliers are phasing out DDR4 and prioritizing the more profitable server market, leading to a continued tightening of PC DDR4 supply. Consequently, PC OEMs have been aggressively securing orders since June to ensure inventory, adopting a more open stance in price negotiations. This has led to an upward trend in Q3 contract prices and a clear shift in bargaining power towards suppliers. Uncertainty surrounding US tariff policies is also fueling short-term stocking behavior, further intensifying upward price pressure and rapidly narrowing the price gap between DDR4 and DDR5.
Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...
Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...
According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips with...
