Research Reports


Semiconductors


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

2022/12/27

DRAM , AI Server/HBM/Server

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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

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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

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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

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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

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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

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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

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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

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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...

YMTC Officially Included in Entity List on 12/15 and May Fade Out from 3D NAND Market after 2024

2022/12/16

NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, it has been over 60 days since YMTC was included in the Unverified List (UVL) by the US government on October 7th...

Foundries Are Seeing Reallocation of Orders as Intensifying Geopolitical Tensions Force US Electronics Brands to Further Limit Chinese Participation in Their Supply Chains

2022/12/14

Wafer Foundries

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Global market intelligence firm TrendForce reports that the US government has been working aggressively to reduce the possibility of China achieving ≤16nm semiconductor manufacturing...

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