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Author Archives: TrendForce
[Insights] Memory Spot Price Update: DRAM Price Down Again Due to Chip Supply Increase Led By Samsung
According to TrendForce’s latest memory spot price trend report, sellers, in particular Samsung, have increased the chip supply, therefore pushing DRAM prices downward, while DDR4 products suffer from higher inventory. Regarding NAND Flash prices, the retail market is less willing …
Posted in DRAM, NAND Flash, Semiconductors
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[News] Micron Slightly Raises Capital Expenditure for 2024, HBM Expected to Further Drive Revenue Growth in 2025
Micron Technology Inc., the American memory giant, has slightly increased its capital expenditure for this year (2024) and has not updated its financial forecasts for the second quarter (March to May). According to reports from Reuters, Investing.com, and other global news outlets, …
[News] Fabs Reportedly Depleting Inventory, Silicon Wafer Orders Expected to Resume in H2
Fab inventories have declined for two consecutive quarters, indicating that reducing excess stock may currently be the semiconductor industry’s top priority. According to industry sources cited in a report from Commercial Times, fabs are predicted to wait until the second …
[News] TSMC More Ambitious on CoWoS Capacity Expansion, Targeting 60% CAGR by 2026
As the demands for AI and HPC processors keep their momentum, driving the usage of advanced packaging technologies, TSMC revealed plans to further expand its chip-on-wafer-on-substrate (CoWoS) capacity at a compound annual rate (CAGR) of over 60% until at least …
[News] Intel’s Lunar Lake Bundled Memory Reportedly Causes Uproar in the PC Supply Chain
On May 20th, Intel announced that the release date for its next-generation processor, Lunar Lake, has been moved up, with official shipments expected in the third quarter. The NPU performance is set to reach 45 TOPS. However, per a report …
Posted in Consumer Electronics, Notebook Computers, Semiconductors
Tagged AI PC, AMD, Intel, memory, Qualcomm
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