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Monthly Archives: July 2023
Memory Spot Price Update: Stagnant Demand, 512Gb TLC Wafer Sees Increase
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 …
Posted in DRAM, NAND Flash, Semiconductors
Tagged DRAM Spot Market, Memory Spot Price, NAND Flash Spot Market
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Automotive Panels Embrace TDDI for Size and Spec Improvements
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 …
Posted in Automotive Technologies, Display, Emerging Technologies, Upstream Components
Tagged AMOLED, Automotive TDDI, TDDI
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Tackling Supply Constraints: Will Apple’s 2023 iPhones Meet Expectations?
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 …
Posted in Consumer Electronics, Smartphones
Tagged Apple, CIS, iPhone 15, Sony, titanium frame
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TSMC 2023 Q2 Earnings Conference Full Transcript
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.
Posted in Semiconductors, Wafer Foundries
Tagged AI server, Earnings Conference, TSMC
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Panel Prices for TVs, Laptops, and Monitors Enter Rising Phase in Late July
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 …
Posted in Display, Panel Industry
Tagged Display, monitor panel, notebook panel, panel price, TV panel
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