Research Reports


Semiconductors


TrendForce’s 4Q22 Memory Price Projection: Inventory Pressure Concentrates on Suppliers as Demand from Consumer Applications Remain Weak; Price Decline Will Widen in 4Q22

2022/09/19

DRAM , NAND Flash , AI Server/HBM/Server

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According to the latest research from global market intelligence firm TrendForce, the development of the global memory market in 4Q22 will be an extension of the situation in 3Q22...

Foundry Market Bulletin_20220919

2022/09/19

Wafer Foundries

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Looking at the performance of TSMC's 8-inch capacity utilization rate, the market officially entered a period of inventory adjustment at the start of 2H22 and customers have successively revised their foundry wafer input orders to reduce inventory pressure...

MLCC Market Bulletin_20220912

2022/09/12

MLCC

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Due to increasingly frequent and intense extreme weather events in China, power use by businesses and households surged in mid-August and overwhelmed power grids, forcing the Sichuan government......

NAND Flash Market Bulletin_20220907

2022/09/07

NAND Flash

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Contract transactions have been sluggish and slow in progress, where sellers are now gradually seeking for sales through active price offerings...

DRAM Market Bulletin_20220907

2022/09/07

DRAM

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Regarding prices of 3Q22 PC DRAM contracts, the lowest price of US$23.8 was arranged between Micron and a major PC OEM...

Server Market Report_2Q22

2022/09/07

DRAM , AI Server/HBM/Server

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Annual and Quarterly Dynamics of Server Market in 2022 and 2H22 Outlook
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

Foundry Market Bulletin_20220905

2022/09/05

Wafer Foundries

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Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...

In Addition to Semiconductor Equipment and EDA, US Now Expands Export Restrictions to Include HPC Chips as Its Technology Trade Dispute with China Escalates

2022/09/01

Wafer Foundries

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Global market intelligence firm TrendForce reports that the US government on August 26th sent formal notices to AMD and NVIDIA demanding that...

NAND Flash Industry Analysis-3Q22

2022/09/01

NAND Flash , Smartphones

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An overview of the developments in the NAND Flash market during 3Q22 is as follow: There have been significant downward corrections to the annual global production figures for smartphones and NBs...

NAND Flash Wafer Contract Price Aug. 2022

2022/08/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, consumption demand is still sluggish even after entering a traditional peak season for stocking...

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