Research Reports


Semiconductors


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...

Server DIMM Price Mar. 2023

2023/03/31

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...

DRAM Market Bulletin_20230329

2023/03/29

DRAM

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So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...

NAND Flash Market Bulletin_20230329

2023/03/29

NAND Flash

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Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...

Foundry Market Bulletin_20230327

2023/03/27

Wafer Foundries

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The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...

Price Forecast for 2Q23 Indicates No Significant Reduction in Suppliers’ Inventory Pressure and Persistently Weak Demand; Most Suppliers Will Keep Cutting Production and Overall ASP Will Still Drop by More Than 10%

2023/03/23

DRAM , NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...

Server Market Bulletin_20230323

2023/03/23

DRAM , AI Server/HBM/Server

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This week’s TrendForce’s View focuses on the adjustments among CSPs and OEMs in March...

MLCC Market Bulletin_20230322

2023/03/22

MLCC

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Recently, the Federal Reserve’s tight monetary policy has led to the failure of Silicon Valley Bank and bank runs. Although the Federal Government did intervene by monitoring and containing the disaster, the events expose the cash flow risks that tech startups face, which can easily leave them without money at-hand...

DRAM Market Bulletin_20230322

2023/03/22

DRAM

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TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...

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