Research Reports


Semiconductors


Server DIMM Price Dec. 2022

2022/12/30

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, most buyers, having arrived at the end of the year, have slowed down on procurement...

DRAM Contract Price Dec. 2022

2022/12/30

DRAM

 PDF

Global market intelligence firm TrendForce reports that after finalizing their 4Q22 contracts in October, the major DRAM suppliers and PC OEMs were mostly quiet during November and December...

Development of HBM and CXL in the Age of AI, Vol. 3

2022/12/27

DRAM , AI Server/HBM/Server

 PDF

The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...

COVID-19 Lockdown in Zhengzhou Has Accelerated Apple’s Implementation of Employing Second Outsourced Manufacturer for iPhone Pro Series

2022/12/26

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce reports that with Chinese government easing its measures for controlling local COVID-19 outbreaks...

Foundry Market Bulletin_20221226

2022/12/26

Wafer Foundries

 PDF

Chinese foundries, seeing how stocking dynamics have been sluggish from clients...

1Q23 Memory Price Projection

2022/12/23

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, 4Q22, carrying on from the price projection...

DRAM Market Bulletin_20221221

2022/12/21

DRAM

 PDF

TrendForce forecasts that the overall DRAM ASP will drop by around 13-18% QoQ for 1Q23. It is worth pointing out that Micron...

NAND Flash Market Bulletin_20221221

2022/12/21

NAND Flash

 PDF

The latest wave of sanctions (announcement of Entity List) imposed on Chinese suppliers by the US has prevented sellers from engaging active sales of wafer contracts during December...

MLCC Market Bulletin_20221221

2022/12/21

MLCC

 PDF

After China’s State Council unveiled their new 10-point plan at the beginning of the month, China’s Academy of Information and Communications Technology further declared on their WeChat official account that they will be optimizing COVID measures to execute scientific......

Long-Term Projection Indicates YoY Growth of NAND Flash Demand Bits Will Stay Under 30% as Demand Slows for PC Client SSDs

2022/12/20

NAND Flash

 PDF

Global market intelligence firm TrendForce reports that for a while, the COVID-19 pandemic was driving procurement activities related to working from home and digital transformation...

Get in touch with us