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Author Archives: TrendForce
4Q22 DRAM contract price drop expanded to 18~23%, also spot market has no luck to escape from the recession
According to TrendForce, prices for 4Q22 contracts were mostly finalized in October in contract market. The QoQ decline in the overall DRAM ASP has now reached 18~23%. This discrepancy is due to the fact that Samsung maintains a rather aggressive …
If U.S. Intensifies Sanctions, Yangtze Memory’s Efforts at Tech Catch Up may Fizzle
According to a Financial Times report on October 24, 2022, as the U.S. Department of Commerce moves to restrict U.S. personnel from supporting semiconductor manufacturing “facilities” located in China to develop or produce chips without Department approval, Yangtze Memory Technologies …
Posted in Semiconductors
Tagged China semiconductor, DRAM, memory, NAND Flash, US sanction, YMTC
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Chromebook demand to return to pre-pandemic levels in 2023, with estimated shipments of approximately 15.9 million units
Shipments in the global Chromebook product market are expected to return to pre-pandemic levels in 2023. Mature markets such as the United States and emerging markets such as India and Indonesia will play a key role, primarily due to a …
Global notebook computer market demand expected to recover in 2023, shipments estimated at approximately 177 million units
Since corrections continue to occur in the current global notebook computer market as a result of the “overbooking” bubble, destocking of terminal products is expected to continue until the first half of 2023, when cyclical growth momentum is likely to …
Posted in Consumer Electronics, Notebook Computers
Tagged Acer, ASUS, Dell, HP, Lenovo, notebook, overbooking
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Driven by international IC design houses, global IC design market to grow by 14.4% in 2022
Market conditions in 2022 are chaotic and demand for chips fluctuate according to application. However, the IC design industry is driven by major manufacturers and the sales performance of high-end product portfolios such as data center, server, networking, industrial computing, …