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Author Archives: TrendForce
DRAM Average Prices have not yet recovered, and Wafer Price Increases Continue in Late August
DRAM Spot Market Spot prices of DRAM products have risen slightly lately due to Samsung’s earlier attempt to raise prices of 3D NAND Flash wafers as well as the temporary halt in the flow of rebelled used chips into the …
[News] Global EV Penetration Spurred by US and China Policies
According to the news from Chinatimes, Tesla, the leading electric vehicle manufacturer in the United States, achieved a record-breaking delivery volume of 466,140 units in the second quarter of this year. Meanwhile, Chinese electric car companies like NIO and BYD …
Posted in Automotive Technologies, Emerging Technologies
Tagged BYD, EV, Li Auto, NIO, Tesla
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[News] TSMC Partners with ASE and Siliconware to Boost CoWoS Packaging Capacities
According to the news from Liberty Times Net, NVIDIA’s Q2 financials and Q3 forecasts have astounded the market, driven by substantial growth in their AI-centric data center operations. NVIDIA addresses CoWoS packaging supply issues by collaborating with other suppliers, boosting …
Posted in Semiconductors, Wafer Foundries
Tagged advanced packaging, AI chip, AI server, Amkor, CoWoS, TSMC
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Server Supply Chain Becomes Fragmented, ODM’s Southeast Asia SMT Capacity Expected to Account for 23% in 2023, Says TrendForce
US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions. TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bases in …
Posted in Semiconductors, server
Tagged AI server, Foxconn, Inventec, server, Wistron, Wiwynn
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Buyer Reluctance Leads to a DRAM Spot Price Drop; NAND Flash Sees Around a 5% Increase
DRAM Spot Market TrendForce has found that in the past week, the supply of used DDR4 chips (that were stripped from decommissioned server DRAM modules) has started to tighten. Therefore, products in the lower price range have also experienced small …