Research Reports


Semiconductors


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

DRAM Market Bulletin_20220601

2022/06/01

DRAM

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Compared with last week, prices of some DRAM contracts have not shown a steeper decline. On the whole, QoQ drops in contract prices have come to just 0-5% for 2Q22...

NAND Flash Market Bulletin_20220601

2022/06/01

NAND Flash

 PDF

Continuing from the updates last week, the wafer end has first exhibited sluggishness, and prices are expected to drop starting from May...

Mobile DRAM Industry Analysis-2Q22

2022/05/31

DRAM , Smartphones

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Smartphone production totaled 310 million units for 1Q22, down by 12.8% QoQ. Smartphone brands posted weak production performances in 1Q22 because they were adjusting their channel inventories and felt the demand slump of the traditional off-season...

NAND Flash Industry Analysis-2Q22

2022/05/31

NAND Flash

 PDF

An overview of the developments in the NAND Flash market during 2Q22 is as follow: The material contamination incident at Kioxia and WDC’s joint production sites has caused...

Specialty DRAM Price May 2022

2022/05/31

DRAM

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TrendForce’s analysis of the developments in the DRAM market during May finds that DRAM demand as a whole continued to shrink from the previous month because of several factors...

Server DIMM Price May 2022

2022/05/31

DRAM , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the stalemate status from April had been carried over to May, where DRAM suppliers did not actively compromise on prices...

NAND Flash Wafer Contract Price May 2022

2022/05/31

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the European and Asian retail markets have been continuously sluggish in demand performance...

NAND Flash Contract Price May 2022

2022/05/31

NAND Flash

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the stocking dynamics of SLC and MLC NAND Flash packaged dies have yet to decline like...

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