Research Reports


Semiconductors


Further Sanctions on China by the US to Once Again Elevate Geopolitical Risks as Countries Aim for Autonomous Chip Production

2022/07/28

Wafer Foundries

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As indicated by global market intelligence firm TrendForce, the scission in the supply chain of chips caused by the pandemic over the past two years, as well as the escalated geopolitical risks such as the US-China trade conflict and the Russia-Ukraine war...

DRAM Demand Bit Growth Forecasted to Reach New Low in 2023 as Hyperinflation Continues to Impact Consumer Demand; NAND Flash Content per Box Could Increase Due to Price Elasticity of Demand

2022/07/27

DRAM , NAND Flash , Notebook Computers +1

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Global market intelligence firm TrendForce reports that shipments of NBs and smartphones in 1H22 were impacted by a demand freeze in the wider consumer electronics market...

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...

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