Research Reports


Semiconductors


Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

2023/04/11

DRAM , AI Server/HBM/Server

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TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

DRAM , NAND Flash , Wafer Foundries

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According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

2023/04/11

DRAM , NAND Flash , Wafer Foundries

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According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Foundry Market Bulletin_20230410

2023/04/10

Wafer Foundries

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The subsidy specifications of the CHIPS Act by the US government restrict applicants’ investment on 1X nm and below advanced nodes, as well as 28nm and above matured nodes...

To Minimize Geopolitical Risks, ODMs and Material Suppliers in Server Supply Chain Continue with Relocation of Their Production Sites

2023/03/31

DRAM , AI Server/HBM/Server

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Continuing from the previous report on the server supply chain that was published on December 29, 2022, TrendForce has observed that in addition to Taiwan-based ODMs moving their production sites...

Specialty DRAM Price Mar. 2023

2023/03/31

DRAM

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According to TrendForce’s survey of the consumer DRAM market for March, only networking device manufacturers were willing to continue to release a marginal amount of procurement demand as shipments of end products as a whole were still in slump...

NAND Flash Contract Price Mar. 2023

2023/03/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, market dynamics are still at a standstill under a relatively low frequency of transactions and smaller orders between market participants...

DRAM Contract Price Mar. 2023

2023/03/31

DRAM

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Global market intelligence firm TrendForce reports that in the DRAM market, suppliers and buyers have mostly shifted their attention to 2Q23 contracts...

MLCC Price Mar. 2023

2023/03/31

MLCC

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1Q23 is about to end. While the Euro Zone has got through the energy crisis, the US’ economy remains hot, and China’s economy continues to recover after the lifting of pandemic restrictions, global inflation has stayed high...

NAND Flash Wafer Contract Price Mar. 2023

2023/03/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, average concluded prices of wafers saw an apparent reduction this month at an average of 12% for mainstream 512Gb TLC wafer...

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