Author Archives: TrendForce

TV Panel Demand Slows After E-commerce Festival, June Price Increases Converge

TV panel prices have been on a continuous rise from the bottom of the first quarter to the second quarter, surpassing cash costs. Panel manufacturers are determined to reverse their losses and maintain a strong stance on price hikes. They …

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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 …

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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 …

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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 …

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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 …

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