Research Reports


Semiconductors


DRAM Market Bulletin_20220511

2022/05/11

DRAM

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In the PC DRAM segment, suppliers and buyers are currently finalizing their quarterly contracts. Even though there many unfavorable factors influencing the demand side, the decline in PC DRAM contract prices...

NAND Flash Market Bulletin_20220511

2022/05/11

NAND Flash

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China is seeing an increase of cities that adopt lockdown or lockdown-like measures in the midst of aggravated coronavirus outbreaks...

Vanguard Aggressively Undertakes Fab Expansions and Will Reach Third Place in Ranking of Foundries by 8-Inch Wafer Production Capacity, Trailing Closely Behind UMC and TSMC

2022/05/06

Wafer Foundries

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According to TrendForce’s latest research on the foundry market, the demand related to the stay-at-home economy has tapered off.

WDC May Spin Off Its NAND Flash Business as New Entrant Poses Competitive Threat and Technical and Investment Barriers Rise Considerably in Migration to 200L+ NAND

2022/05/04

NAND Flash

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Commenting on this news, global market intelligence firm TrendForce says that NAND Flash suppliers are in a race to deploy higher-layer NAND technologies in order to optimize cost...

Prices of NAND Flash Wafers Will Drop in May as Consumer Demand Is Weakened by War, Interest Rate Hike, and COVID-19 Lockdown

2022/05/03

NAND Flash

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According to global market intelligence firm TrendForce, the discovery of material contamination at Kioxia’s fabs in February has caused a general rebound in contract prices of NAND Flash products...

Foundry Market Bulletin_20220503

2022/05/03

Wafer Foundries

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TSMC held its 1Q22 earnings call on April 14. In 1Q22, revenue grew by 11.6% QoQ to US$17.57bn and gross profit margin reached 55.6%...

DRAM Contract Price Apr. 2022

2022/04/29

DRAM

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Global market intelligence firm TrendForce reports that negotiations over 2Q22 PC DRAM contracts have been prolonged as DRAM suppliers and PC OEMs have so far failed to reach a consensus on price...

Specialty DRAM Price Apr. 2022

2022/04/29

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the incessant warfare, coupling with China’s adoption of strict lockdown measures in areas such as Shanghai...

Server DIMM Price Apr. 2022

2022/04/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to suspend in reduction despite April marking the beginning of a traditional peak season for the industry...

MLCC Price Apr. 2022

2022/04/29

MLCC

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COVID-19 variant Omicron has continued to rampage in China. Due to the growing outbreak in Shanghai, China’s financial center and exports/imports hub, and Kunshan, the manufacturing hub where electronics makers are based, local governments imposed lockdowns unexpectedly in these two cities in late March and demanded enterprises to adopt a closed-loop management process...

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