Research Reports


Semiconductors


NAND Flash Market Bulletin_20220629

2022/06/29

NAND Flash

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Suppliers have successively begun negotiating for the 3Q22 contract prices of PC client SSD, and the constantly depleting demand for NB throughout 2H22 has prompted PC brands to prioritize on getting rid of their inventory...

DRAM Price Forecast for 3Q22 Has Been Corrected Down Further as Rising Inventory and Weakening Demand Compel Suppliers to Change Their Stance in Price Negotiations

2022/06/28

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with 3Q22 approaching, preliminary negotiations over quarterly contracts have begun for some DRAM products...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

2022/06/28

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

Suppliers’ Shifted Negotiation Mindset under Inventory Pressure to Widen 2H22 Price Drop for Server DRAM & Enterprise SSD

2022/06/28

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, suppliers’ efforts in maintaining a small price decrement for server DRAM...

Foundry Market Bulletin_20220627

2022/06/27

Wafer Foundries

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Recently, market rumors indicated that NVIDIA has delayed the launch of new products due to the currently weak consumer graphics card market...

DRAM Market Bulletin_20220622

2022/06/22

DRAM

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The situation has not changed from the previous week: Suppliers and buyers have shifted their focus to 3Q22 contracts. According to TrendForce’s observation, a market consensus has emerged that...

NAND Flash Market Bulletin_20220622

2022/06/22

NAND Flash

 PDF

Both upstream and downstream sectors of the supply chain are aggressively truncating their accumulated inventory amidst slumping demand for consumer electronics...

Improved Material Cycles and Altered Component Mismatches May Yield Risks for 2H22 Server Shipment despite Quarterly Increment

2022/06/21

DRAM , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the server end is continuously confined by undersupplied materials amidst the supply chain issues of the industry that started surfacing since the outbreak of the COVID-19 pandemic...

MLCC Market Bulletin_20220620

2022/06/20

MLCC

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After two rounds of rate increases by the Fed, the ministry of labor declared on June 10th that the CPI (Consumer Price Index) rose by 8.6% in May, not only setting a 40-year record, but recording a 0.3% difference over April’s CPI—evidence of exacerbating inflation...

Growth of Foundry Capacity Based on Mature Nodes Will Reach 20% for 2022 and Exceed Average Growth of 12-Inch Wafer Foundry Capacity; Specialty Technologies Now Come Under Focus

2022/06/17

Wafer Foundries

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Global market intelligence firm TrendForce reports that foundries on the whole have initiated a series of capacity expansion projects at their existing fabs and new fab-building projects...

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