Author Archives: TrendForce

[News] Memory Giants Reportedly Increasing Prices, But Is the Market Outlook Truly Positive?

Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake …

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[News] EU Reportedly to Counterdump Semiconductor and Electric Vehicles from China

In 2024, trade tensions between China and the EU have intensified. On April 10th, the European Commission updated its report on distortive economic practices in China, expanding to include new industries such as telecommunications equipment, semiconductors, railways, renewable energy, and …

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[News] Micron Expects 4-6% Quarterly DRAM Supply Impact Post Taiwan Earthquake

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange …

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[News] Huawei Reportedly Establishing Extensive Chip Equipment R&D Center in Shanghai

According to a report from Nikkei Asia, Chinese tech giant Huawei is building a semiconductor equipment research and development center in Shanghai to navigate U.S. export controls and strengthen its chip supply chain. As per the same report from Nikkei …

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[News] SSD vs. HDD: Battle Gets Underway Again

The sweeping AI wave not only keeps AI chips in the market spotlight but also ushers in a new round of opportunities for the memory market. Recently, Citibank announced that SSD will replace HDD in the AI field, citing SSD’s …

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