Monthly Archives: July 2023

Memory Spot Price Update: Stagnant Demand, 512Gb TLC Wafer Sees Increase

Posted on 2023-07-26 by TrendForce

DRAM Spot Market: Unlike the contract market, the spot market still shows daily drops mainly due to the influx of used chips that were stripped from decommissioned server DRAM modules. Since the demand situation has yet to turn around, spot …

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Posted in DRAM, NAND Flash, Semiconductors | Tagged , , | Leave a comment

Automotive Panels Embrace TDDI for Size and Spec Improvements

Posted on 2023-07-26 by TrendForce

As the pandemic has eased, the global automotive market is picking up momentum, and it is estimated that the global shipments of automotive panels will exceed 200 million units in 2023. With the continuous demand for size enlargement and specification …

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Tackling Supply Constraints: Will Apple’s 2023 iPhones Meet Expectations?

Posted on 2023-07-21 by TrendForce

As the mass production of the new iPhone draws near, TrendForce, in April this year, raised concerns in the smartphone industry about several design changes made to the 2023 iPhone models almost half a year ahead of production. The industry …

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Posted in Consumer Electronics, Smartphones | Tagged , , , , | Leave a comment

TSMC 2023 Q2 Earnings Conference Full Transcript

Posted on 2023-07-20 by TrendForce

TSMC held its Q2 earnings conference today (20th). TrendForce utilized AI tools to transcribe and made slight edits, presenting the full text of TSMC’s operational status report delivered by Chairman Mark Liu, CEO C.C. Wei, and CFO Wendell Huang.

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Panel Prices for TVs, Laptops, and Monitors Enter Rising Phase in Late July

Posted on 2023-07-20 by TrendForce

In Q3, TV panel purchasing momentum is strong, with an estimated 7~8% growth by QoQ. Manufacturers are confident in raising prices due to increased demand, aiming to turn TV panel production profitable. As a result, TV panel prices are expected …

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Posted in Display, Panel Industry | Tagged , , , , | Leave a comment