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The fourth quarter is a critical period for setting DRAM contract prices. TrendForce’s latest research reveals that prices for mature DRAM processes such as DDR4 and LPDDR4X are already trending downward due to ample supply and declining demand. The demand outlook for advanced products like DDR5 and LPDDR5X remains uncertain, and with high inventory levels among certain buyers and sellers, a further drop in prices by the end of Q4 cannot be ruled out.
SK hynix recently unveiled its development of HBM3e 16hi memory at the SK AI Summit 2024, featuring a 48 GB capacity per cube, with sampling scheduled for the first half of 2025. TrendForce’s latest findings reveal that this new product is aimed at applications that include CSPs’ custom ASICs and general-purpose GPUs. The 16hi HBM3e product is expected to push memory capacity limits ahead of the HBM4 generation’s launch.
TrendForce’s latest investigations reveal that while the overall smartphone market is projected to grow by just 3% in 2024, increased demand for refurbishes and second-hand devices is fueling growth in the smartphone panel market. Shipments this year are estimated to grow 6.7% YoY to reach 2.066 billion units.
Hon Hai subsidiary Foxconn has recently established Foxconn New Energy Battery (Zhengzhou) Co., Ltd. in Henan, China. The newly formed company will focus on battery manufacturing, sales, and R&D into automotive components. Recent TrendForce investigations reveal that Foxconn's initial approach to solid-state batteries will involve partnerships with other battery manufacturers—starting with lower-complexity manufacturing processes and focusing on building expertise in the two-wheeler market.
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes. Additionally, Chinese clients seeking future advanced process projects will be subject to strict review to ensure the chips are not used for AI or other restricted purposes. TrendForce posits that if the policy takes effect, it could impact TSMC’s revenue performance and utilization rates of its 7nm and below advanced process capacity, while also affecting the future development of China’s AI industry.
