Research Reports


Semiconductors


MLCC Market Bulletin_20221021

2022/10/21

MLCC

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The US Bureau of Labor Statistics recently released the CPI for September, which grew from August, and 8.2% YoY. Germany’s newly released CPI for September also grew YoY by an impressive 9.99%, a historic high......

Apple Raises Shipment Shares of iPhone 14 Pro Due to Strong Sales, but Total iPhone Shipments for 1Q23 Have Been Cut Slightly

2022/10/19

DRAM , Smartphones

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TrendForce’s Department of Semiconductor Research reports that Apple’s newly released iPhone 14 series has created a certain level of product differentiation with its processor performance...

DRAM Market Bulletin_20221019

2022/10/19

DRAM

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Prices for 4Q22 server DRAM contract are still being negotiated, and suppliers continue to offer quotes. Negotiations have also revealed that suppliers are targeting North American CSPs with deals...

NAND Flash Market Bulletin_20221019

2022/10/19

NAND Flash

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It is currently the agreeing phase for 4Q22 contract prices, where NAND Flash suppliers have come to a preliminary consensus with a number of smartphone brands on UFS and eMMC...

Foundry Market Bulletin_20221017

2022/10/17

Wafer Foundries

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TSMC posted 3Q22 revenue of US$20.23bn (NT$613.14bn at a NT$:US$ exchange rate of 30.32:1), benefiting from factors such as a better-than-expected US dollar exchange rate, strong 5nm demand and increased wafer shipments...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

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As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

Chinese Buyers Permitted for Server Component Procurement after Signing MOU as US DOC Reinforces Sanction on China

2022/10/12

DRAM , NAND Flash , Wafer Foundries +1

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the superposition effect from the series of sanctions imposed by the US Department of Commerce on China since 2018 have been gradually restricting the latter’s domestic development in end industries...

MLCC Market Bulletin_20221012

2022/10/12

MLCC

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China’s Golden Week, a seven-day holiday to celebrate National Day, began on October 1. Amid sluggish order requests, ODMs suspended production at their factories for 2 to 5 days so their employees could enjoy the national holiday......

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

2022/10/08

DRAM , NAND Flash , Wafer Foundries

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The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

US Department of Commerce Extends Scope of Semiconductor Technology Export Restrictions Against China from Logic ICs to Memory

2022/10/08

DRAM , NAND Flash , Wafer Foundries

 PDF

The US Department of Commerce announced the latest semiconductor technology export restrictions against China on October 7th (local time). The export control regime...

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