Research Reports


Semiconductors


Mobile DRAM Revenue Registered Largest QoQ Decline on Record in 3Q22 and Reached New Quarterly Low Since 2016 as Suppliers Saw Plummeting Prices and Shipments

2022/11/23

DRAM

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Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...

MLCC Market Bulletin_20221122

2022/11/22

MLCC

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The Double 11 Shopping Festival has been famed for acting as a forecast for China's retail demand. The Festival this year, however, ended quietly under online shopping platforms' cool and calculated business operations......

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...

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