Insights
According to the weekly memory spot price trends released by TrendForce, apart from a slight increase in the price of DDR5 chips due to shortages, the spot prices of other memory products continue to decline. The detailed situation is as follows: DRAM Spot Market Spot prices of DDR5 chips have...
Insights
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 Chinese and non-Chinese suppliers, with Taiwan...
In-Depth Analyses
Global PCB market revenue will decline by 3.4% in 2023 due to low demand for consumer electronics, reaching around USD 80.5 billion, down from approximately USD 83.3 billion in 2022. However, the industry is expected to rebound, with a potential to reach USD 100 billion by 2027, with a CAGR of 3.7% ...
In-Depth Analyses
The risks associated with the United States' suppression of China's semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude or gradual...
In-Depth Analyses
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 Flash is expected to fall between 8~13%. On the other ...