Research Reports


Semiconductors


Projected QoQ Decline in Blended ASP of NAND Flash Products for 3Q22 Has Widened to 8-13% as Supply Chain Experiences Heavy Inventory Pressure

2022/07/14

NAND Flash

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Global market intelligence firm TrendForce reports that the oversupply situation in the NAND Flash market during this second half of the year has gotten more severe...

Intel’s Schedule Updates on Sapphire Rapids: XCC Incorporation Unchanged for 4Q22, MCC Postponed to 1H23

2022/07/14

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the unresolved qualification of new models and material shortages that have amplified the difficulties of material preparation for new models...

North American CSPs Maintain Stable Level of Server Procurement Demand, but One Has Started to Adjust Its Component Orders That Have Long Lead Time

2022/07/14

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that moving into 3Q22, the server supply chain has started to stabilize as the supply situations of certain components...

MLCC Market Bulletin_20220713

2022/07/13

MLCC

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According to the announcement of ISM (Institute for Supply Management) on July 1, US PMI (Purchasing Managers’ Index), which has been falling since the peak of 61.1 in September 2021, declined to 53.0 in June 2022, indicating a continued slowdown in US economy...

DRAM Market Bulletin_20220713

2022/07/13

DRAM

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It is now the beginning of 3Q22, and TrendForce’s latest examination of quarterly contract negotiations finds that no transaction has been finalized for any category of DRAM products...

NAND Flash Market Bulletin_20220713

2022/07/13

NAND Flash

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Having entered the negotiation period for 3Q22 contract prices, the first version of quotations has yet to be offered...

Micron’s Hiroshima Fab Suffered Brief Power Outage on July 8; Impact of This Incident on Production Capacity Is Expected to Be Limited

2022/07/12

DRAM

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Global market intelligence firm TrendForce reports that on July 8, Micron’s fab in the Japanese city of Hiroshima experienced a brief power outage that lasted about 5-10 minutes...

Foundry Market Bulletin_20220711

2022/07/11

Wafer Foundries

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In a departure from other foundries’ global large-scale mature process expansions, Samsung's 2022 expansion focuses on expanding advanced processes and the company plans to expand 4nm and 3nm production capacity...

DRAM Market Bulletin_20220706

2022/07/06

DRAM

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Contract prices of server DRAM products fell marginally by 2% MoM for June mainly because some CSPs and server OEMs have postponed their DRAM procurement...

NAND Flash Market Bulletin_20220706

2022/07/06

NAND Flash

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Suppliers have started inquiring for willingness of transactions for 3Q22 contracts. Due to NB OEMs’ monthly reducing production targets during 1H22...

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