Research Reports


Semiconductors


DRAM Market Bulletin_20220727

2022/07/27

DRAM

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Price negotiation activities have been the most energetic in the server DRAM segment, followed by the mobile DRAM segment...

NAND Flash Market Bulletin_20220727

2022/07/27

NAND Flash

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The price negotiation between market participants has yet to yield any periodic results amidst a persistently sluggish process...

Mobile DRAM Contract Price 3Q22

2022/07/27

DRAM

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Global market intelligence firm TrendForce reports that smartphone sales slumped further during 2Q22 due to factors such as the Russia-Ukraine military conflict and the COVID-19 lockdown in Shanghai...

Foundry Market Bulletin_20220725

2022/07/25

Wafer Foundries

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TSMC held a 2Q22 earnings call on 7/14. Revenue and gross profit both hit new highs in 2Q22, at US$18.16bn and 59.1% respectively...

eMMC/UFS Contract Price 3Q22

2022/07/22

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the global smartphone market had performed worse than expected throughout 1H22...

MLCC Market Bulletin_20220722

2022/07/22

MLCC

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Recently, the inflation indicator that everyone’s been focused on, the US’s CPI (Consumer Price Index) for June, was announced by the US Department of Labor on July 13th and showed a YoY rise of 9.1% and stirring up discussion in the market. Then the PPI (Producer Price Index) was immediately announced and showed a YoY jump of 11.3%, effectively revealing that governmental currency and economic policies failed to curb inflation...

Enterprise SSD Contract Price 3Q22

2022/07/22

NAND Flash , AI Server/HBM/Server

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Because of the rising interest rates and the mounting inflation, businesses on the whole have scaled back the expenditure for IT infrastructure for 2H22...

PC-Client OEM SSD Contract Price 3Q22

2022/07/22

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, PCIe SSD has dropped by...

DRAM Market Bulletin_20220720

2022/07/20

DRAM

 PDF

Regarding the negotiations over server DRAM contracts, suppliers have been more willing to provide favorable quotes for their clients in the recent period...

NAND Flash Market Bulletin_20220720

2022/07/20

NAND Flash

 PDF

Market participants are carrying on with price negotiations, though a number of buyers, having seen the prolongation of the appalling demand...

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