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Author Archives: TrendForce
DDR3&4 Are Still on Downward Trajectory, Mainstream Wafer Prices Remain in Decline
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23. DRAM prices are projected to fall 13~18%; NAND …
Posted in DRAM, NAND Flash, Semiconductors
Tagged DDR4, DDR5, DRAM, memory price, NAND Flash, wafer
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TV Panel Prices Soar in Late May, While Laptop and Monitor Panel Prices Remain Unchanged
Demand for stocking up ahead of the upcoming June 18th promotion is dwindling, and the TV panel market is gradually returning to normal levels. Panel manufacturers are carefully managing production rates to maintain a balanced supply and demand. As a …
Posted in Display, Panel Industry
Tagged Display, monitor, notebook, panel, panel price, TV
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YMTC Raises NAND Flash Prices with the Expect of Wafer Prices to Rebound in 2H23
YMTC has officially notified a 3~5% price increase for NAND Flash in mid-May. However, the initial impact of the price hike is expected to be felt in the enterprise market, and it may take some time to reflect in the …
Posted in NAND Flash, Semiconductors
Tagged memory price, Micron, NAND Flash, Samsung, SK Hynix, wafer, YMTC
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CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business
Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of …
Posted in DRAM, NAND Flash, Semiconductors, Wafer Foundries
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Upstream Material And Component Price Reductions Have Led To A Decline In Module Prices And A Significant Recovery In Cell Profitability
After the Chinese holidays, solar-related materials continued to decline, with the exception of module prices which remained nearly flat. Prices for other materials such as cells, wafers, and polysilicon all decreased. Polysilico Polysilicon prices have continued to decline since the …
Posted in Energy, Solar PV
Tagged battery, G12, M10, Polysilicon, PV price, solar, wafer
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