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As negotiation on 2Q23 contract prices began, prices are seen dropping continuously with Samsung having yet to implement an actual production cut...
OPEC+ made a surprise announcement on April 4th, stating that starting from May, the members of the organization and their allies will be cutting production by more than 1.16 million barrels per day...
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)...
According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...
According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...
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...
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...
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...
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...
Global market intelligence firm TrendForce reports that in the DRAM market, suppliers and buyers have mostly shifted their attention to 2Q23 contracts...
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