Research Reports


Semiconductors


QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes

2022/06/16

Wafer Foundries

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Global market intelligence firm TrendForce reports that several factors impacted consumer demand in 1Q22. First, stock-up activities slowed down due to the headwinds of the traditional off-season...

Material Shortages to Impact Lead Time of Semiconductor Equipment and Delay 2023 Foundry Expansion

2022/06/16

Wafer Foundries

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Global market intelligence firm TrendForce commented that the shortages of raw materials and chips under multiple factors, including the Russia-Ukraine war, impeded logistics...

One of CSPs Is Taking Lead in Extending Operational Lifespan of Servers, but Server Shipments Will Remain Robust in Future

2022/06/16

DRAM , AI Server/HBM/Server

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Global market intelligence firm TrendForce reports that with Environmental Social Governance (ESG) turning into a hot topic in the recent period...

DRAM Market Bulletin_20220615

2022/06/15

DRAM

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Regarding prices for 2Q22 contracts, there have been no further changes to the actual transaction prices as the end of this quarter is approaching...

NAND Flash Market Bulletin_20220615

2022/06/15

NAND Flash

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Suppliers have been lowering their wafer contract prices since May amidst the continuously depleting consumer demand...

Prices of NAND Flash Products Will Keep Falling to the End of 2022 as Market Shifts to Oversupply Ahead of Time

2022/06/14

NAND Flash

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Global market intelligence firm TrendForce reports that demand has been weakening for consumer electronics since the start of 2022, and excess inventory has remained an issue affecting all sections of the supply chain up to now...

Foundry Market Bulletin_20220613

2022/06/13

Wafer Foundries

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After TSMC’s announcement that it will raise prices across the board in 1Q23 due to the rising costs of raw materials...

MLCC Market Bulletin_20220613

2022/06/13

MLCC

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On May 30, Shanghai authorities announced that areas that were not under lockdown or control would be reopened in an orderly manner from June 1, including resumption of public transport and allowing private vehicles back on roads...

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices

2022/06/10

DRAM , NAND Flash , AI Server/HBM/Server

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Continuing from the memory price projection of the previous quarter, global market intelligence firm TrendForce reports that factors such as the Russia-Ukraine military conflict...

Server Market Report_1Q22

2022/06/08

DRAM , AI Server/HBM/Server

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Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
OEMs’ and CSPs’ Relations with Taiwan’s ODMs
Key Server Market Topics and Trends
TRI’s View

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