Research Reports


Semiconductors


NAND Flash Market Bulletin_20220525

2022/05/25

NAND Flash

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The completion of negotiation on 2Q22 contract prices did not yield any new prices, though the survey of TrendForce discovered that a segment of PC buyers had placed a lower-than-negotiated quantity...

Declining ASP Deteriorated 1Q22 Server DRAM Revenue by 4.4% that is Still a YoY Growth of 53.8%

2022/05/23

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices had officially shifted to a dropping tendency back in 4Q21...

Global NAND Flash Revenue Fell by 3.0% QoQ for 1Q22; NAND Flash Prices Kept Falling as COVID-19 Lockdowns and Military Conflict Impacted Consumer Demand

2022/05/20

NAND Flash

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Global market intelligence firm TrendForce reports that the NAND Flash market shifted to oversupply in 1Q22 as NAND Flash suppliers had been making significant progress in allocating more production capacity to the manufacturing of 128L products...

1Q22 Enterprise SSD Revenue Up 14.1% from Rising Monthly Demand and Risen Urgent Order Prices by Kioxia’s Contamination

2022/05/20

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, North American data centers experienced a sizable growth in purchase orders after February after the provision of partial materials had improved each month...

MLCC Market Update – 1Q22

2022/05/18

MLCC

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1.Top 10 MLCC Suppliers' 1Q22 Market Share
2.Production Plan
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.2Q22 Market Outlook and Shipment Forecast
7.MLCC WW Demand Forecast by Main Application
8.Manufacturing Location Information
9.Revenue Tracking

DRAM Market Bulletin_20220518

2022/05/18

DRAM

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No significant progress has been made in negotiations over server DRAM contracts this week. As for negotiations over PC DRAM contracts...

NAND Flash Market Bulletin_20220518

2022/05/18

NAND Flash

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Module houses have drastically reduced in stocking demand from a slow reduction of inventory owing to how China’s pandemic-prevention lockdowns have affected consumption demand...

Foundry Market Bulletin_20220516

2022/05/16

Wafer Foundries

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Samsung's 1Q22 revenue fell 3.9% QoQ to US$53.28bn, primarily affected by the rapid cooling of demand for various terminal consumer products such as TVs and smartphones...

Rising Inflation and Weakening Demand Caused Global DRAM Revenue to Drop by 4.0% QoQ for 1Q22

2022/05/13

DRAM

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According to the latest research by market intelligence firm TrendForce, global DRAM revenue fell by 4.0% QoQ...

MLCC Market Bulletin_20220512

2022/05/12

MLCC

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As the pandemic has yet to come under control, the Chinese government has insisted on its zero-Covid policy...

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