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Despite Export Ban on Equipment, China’s Semiconductor Expansion in Mature Processes Remains Strong, Says TrendForce

5 July 2023

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.

Lithium Prices Stabilizing Leads to EV Battery Prices Declining More Slowly in June, Says TrendForce

5 July 2023

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

5 July 2023

TrendForce:2023 SiC Power Device Market Analysis Report

DRAM ASP Decline Narrows to 0~5% for 3Q23 Owing to Production Cuts and Seasonal Demand, Says TrendForce

5 July 2023

TrendForce reports that continued production cuts by DRAM suppliers have led to a gradual quarterly decrease in overall DRAM supply. Seasonal demand, on the other hand, is helping to mitigate inventory pressure on suppliers. TrendForce projects that the third quarter will see the ASP for DRAM converging towards a 0~5% decline.

Global Notebook Shipments on the Rebound, Predicted to Surge 15.7% in 2Q23, Says TrendForce

4 July 2023

TrendForce has predicted a noticeable recovery in the global notebook market for 2Q23. Shipments are projected to hit 40.45 million units—a QoQ increase of 15.7%.


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