Research Reports


Semiconductors


PC-Client OEM SSD Contract Price 4Q22

2022/11/21

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, a drop of...

Global NAND Flash Revenue for 3Q22 Fell Sharply by 24.3% QoQ as Suppliers Cut Prices in Face of Market Downturn

2022/11/18

NAND Flash

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Global market intelligence firm TrendForce reports that NAND Flash demand faced significant headwinds in 3Q22. Just as effect dissipated for the contamination incident that occurred at Kioxia’s production sites earlier this year...

Server Market Report_3Q22

2022/11/17

DRAM , AI Server/HBM/Server

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Server Market: Review of 3Q22 and Outlook for 4Q22
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Server DRAM Revenue Dropped 27.2% QoQ in 3Q22 under Simultaneous Depletion in Shipment Bit and Contract Prices

2022/11/17

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...

eMMC/UFS Contract Price 4Q22

2022/11/16

NAND Flash

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Global market intelligence firm TrendForce reports that consumer demand is still in a slump, so the surge of stock-up demand associated with the year-end peak season has not materialized...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

DRAM , NAND Flash , AI Server/HBM/Server

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According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

2022/11/16

DRAM , NAND Flash , AI Server/HBM/Server

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According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Enterprise SSD Contract Price 4Q22

2022/11/16

NAND Flash , AI Server/HBM/Server

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Market intelligence firm TrendForce reports that as the wider economic outlook becomes more conservative during the second half of this year...

MLCC Market Update – 3Q22

2022/11/15

MLCC

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1.Top 10 MLCC Suppliers' 3Q22 Market Share
2.Production and Shipment Overview
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.4Q22 Market Outlook and Shipment Forecast
7.MLCC WW Demand Forecast by Main Applications
8.1Q23 MLCC Price Trend
9.Revenue Tracking

Foundry Market Bulletin_20221114

2022/11/14

Wafer Foundries

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TSMC’s Fab 21 in Arizona, as TrendForce mentioned from the Market Bulletin published on February 8th 2021 and March 8th 2021, occupies more than 1,100 acres...

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