Author Archives: TrendForce

[News] Korean NAND Flash Manufacturers Cautiously Increase Wafer Input, Capacity Utilization Maintains Around 50%

According to a report from South Korean media The Chosun Daily, Samsung Electronics is set to increase wafer input by approximately 30% this quarter at its NAND Flash production lines in Pyeongtaek, South Korea, and Xi’an, China. However, Samsung remains …

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[News] Marvell’s AI Business Reportedly Accelerates, Potentially Benefiting TSMC

Driven by AI-driven demand for optical communication and ASICs, Marvell, a major network IC design company, is accelerating its AI-related business. According to a report from Commercial Times, the revenue from this segment is expected to grow from USD 200 …

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[News] Memory Manufacturers’ Price Hikes Prompt Backlash, Module Suppliers Hesitate to Follow

Amid the memory market’s gradual recovery, memory manufacturers are aggressively increasing prices back to pre-reduction levels and achieve profitability. According to a report from TechNews, however, module suppliers are reportedly resisting these price hikes and considering ways to negotiate with manufacturers, …

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[Insights] China’s Position in EV Battery Market to be Shaken as the Mass Production Race of All-Solid-State Battery Industry Speeds up?

With the Ongoing Expansion of Global EV Battery Market, China’s Dominant Position Steadily Strengthens In recent years, the rapid growth of EV and energy storage markets has driven robust demand for lithium-ion batteries (LiBs). Data shows that in 2023, the …

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[News] PSMC’s Q1 Loss Narrows, while Q2 Shipments Impacted by Earthquake, Down 5%-8%

The Taiwanese semiconductor foundry Powerchip Semiconductor Manufacturing Corporation (PSMC) has held its earnings call and released its Q1 financial report. According to a report from Liberty Times Net citing information, with increasing capacity utilization, idle capacity costs decreased, boosting gross …

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