According to TrendForce’s research, polysilicon prices began to plummet in December last year, so the major polysilicon suppliers started to limit market supply.
According to TrendForce’s latest survey of the server market, many cloud service providers (CSPs) have begun large-scale investments in the kinds of equipment that support artificial intelligence (AI) technologies.
According to TrendForce’s research, the average prices of battery-grade lithium carbonate and lithium hydroxide in China registered MoM drops of 9% and 8% respectively for February.
TrendForce estimates that shipments of display panels used in notebook computers (NB panels) will total 38.7 million pieces for 1Q23, showing a QoQ decline of 10.4% and a YoY decline of 45.6%.
This price plunge, in turn, caused the quarterly total revenue from enterprise SSDs to drop by 27.4% QoQ to around US$3.79 billion. TrendForce projects that the NAND Flash industry will again post a QoQ decline in the revenue from this product category for 1Q23.
