TrendForce reports that the problematic model currently experiencing issues is the SPR MCC 32-Cores. The majority of affected customers are concentrated in the corporate sector, prompting Intel to proactively halt shipments of SPR MCC SKUs. Fortunately, other models such as the 20/24C and 36C and higher remain unaffected.
TrendForce predicts that NAND Flash wafers will be the first to see a price hike in 3Q23 as prices for module products such as SSDs, eMMCs, and UFS will likely continue to fall due to tepid downstream demand. Consequently, the overall ASP of NAND Flash is forecast to continue dropping by about 3~8% in 3Q23, though a possibility exists prices may recover in 4Q23.
TrendForce anticipates the market share of Chinese foundries in terms of 12-inch wafer production capacity will likely increase from 24% in 2022 to an estimated 26% in 2026. Moreover, if the exports of 40/28nm equipment eventually receive approval, there’s a chance that this market share could expand even further, possibly reaching 28% by 2026. This growth potential should not be dismissed.
TrendForce reports that EV battery prices in Chinese markets continued to decline throughout June, though the rate of decline across all product types has started to taper off. The ASP (CNY) of EV square ternary cells, LFP cells, and pouch ternary power cells in June each fell by 1¬–2% MoM, settling at 0.74/Wh, 0.65/Wh, and 0.78/Wh, respectively.
TrendForce:2023 SiC Power Device Market Analysis Report