Research Reports


Semiconductors


DRAM Market Bulletin_20230510

2023/05/10

DRAM

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Negotiations are currently ongoing for a significant portion of 2Q23 DRAM contracts. In fact, prices have not been finalized for more than 50% of orders...

NAND Flash Market Bulletin_20230510

2023/05/10

NAND Flash

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Efficacy of production cuts is gradually manifesting for 2H23 alongside an expansion in scale among South Korean suppliers...

Foundry Market Bulletin_20230508

2023/05/08

Wafer Foundries

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Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...

Demand Continues to Weaken with Annual Server Shipment Projection Undergoing Downward Corrections

2023/05/03

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that it is now near the end of April, and prices have been finalized for a portion of DRAM and NAND Flash contracts for 2Q23...

DRAM Market Bulletin_20230503

2023/05/03

DRAM

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DRAM suppliers have been proactively scaling back production. However, as of 2Q23, the reduction in bits on the whole has yet to be enough to effectively reverse the oversupply situation...

NAND Flash Market Bulletin_20230503

2023/05/03

NAND Flash

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The negotiation atmosphere of the contract market has been somewhat altered by the production cuts of suppliers...

Mobile DRAM Contract Price 2Q23

2023/04/28

DRAM

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Global market intelligence firm TrendForce reports that in 1Q23, most smartphone brands achieved their inventory reduction targets...

NAND Flash Contract Price Apr. 2023

2023/04/28

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash had remained leveled in prices this month under insignificant fluctuations in market activities...

NAND Flash Wafer Contract Price Apr. 2023

2023/04/28

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had further declined in ASP at about...

MLCC Price Apr. 2023

2023/04/28

MLCC

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The MLCC market was subdued during the low season of 1Q23 as the momentum of incoming orders from ICT companies as a whole was weak. Despite this situation, MLCC suppliers were able to reduce existing inventory......

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