Research Reports


Semiconductors


Server DRAM Industry Analysis-3Q22

2022/08/25

DRAM , AI Server/HBM/Server

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Shipments of whole servers were relatively strong and stable in 2Q22. Hence, compared with the markets for other kinds of end products, the server market had a better peformance during this period...

Mobile DRAM Revenue Drop Slightly by Just 1.8% QoQ for 2Q22 as Suppliers Increase Sales to Channel Distributors to Bridge Their Revenue Gaps

2022/08/24

DRAM

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Global market intelligence firm TrendForce reports that the smartphone market exhibited signs of weakening sales starting in 2H21...

NAND Flash Revenue Rose Slightly by 1.1% QoQ for 2Q22 as Price Hikes Resulting from Kioxia’s Contamination Incident Offset Weakening Demand

2022/08/24

NAND Flash

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Global market intelligence firm TrendForce reports that NAND Flash contract prices rebounded in 2Q22 due to the effect of the material contamination incident at Kioxia’s production sites...

MLCC Market Update – 2Q22

2022/08/23

MLCC

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1.Top 10 MLCC Suppliers' 2Q22 Market Share
2.Production and Shipment Overview
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.3Q22 Market Outlook and Shipment Forecast
7.MLCC WW Demand Forecast by Main Applications
8.2H22 MLCC Price Trend
9.Revenue Tracking

Server DRAM Revenue Rose by 9.3% QoQ for 2Q22; Suppliers Significantly Boosted Sales as Server Market Remained Stable

2022/08/22

DRAM , AI Server/HBM/Server

 PDF

Global market intelligence firm TrendForce reports that the contract trading of server DRAM products in 1Q22 showed substantial price declines...

MLCC Market Bulletin_20220822

2022/08/22

MLCC

 PDF

The CPI data for July published by the United States Department of Labor last week fell to 8.5%. The PPI also
declined by 1.5 percentage points in July, from 11.3% to 9.8%. While the figures were a result of ...

Foundry Market Bulletin_20220822

2022/08/22

Wafer Foundries

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Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...

Enterprise SSD Revenue Rose by 31% QoQ for 2Q22 as Easing of Tight Supply for Components Led to 15% QoQ Hike in Server Shipments and Kioxia’s Contamination Event Raised Prices and Demand

2022/08/19

NAND Flash , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that an easing of tight supply for certain components, together with an significant increase in server shipments from server OEMs (enterprise players) and servers procured by North American hyperscalers...

3Q22 NAND Flash Contract Prices Further Drop by 13-18% QoQ as Sellers Unable to Retain Prices amidst Weak Demand

2022/08/18

NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, the global economy is becoming increasingly enervated under the pressure of inflation...

DRAM Market Bulletin_20220817

2022/08/17

DRAM

 PDF

It is now the middle of August, and finally suppliers and buyers are starting to complete their negotiations for quarterly contracts...

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