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Back-and-forth negotiations over 2Q22 contracts continue due to the recent weakening of the demand for PCs and smartphones...
An increase of 10-15% is seen from most client SSD quotations by suppliers, who, however, have started to...
NVIDIA re-adopted a dual foundry strategy in 2020 for its Ampere micro-architecture, placing orders with both TSMC and Samsung simultaneously to ensure sufficient capacity...
The latest investigation of the server supply chain by global market intelligence firm TrendForce has found the followings...
It is now the first week of April. Due the recent weakening of consumer demand, the general consensus in the DRAM market is that contract prices will keep falling...
Suppliers have now established a consensus towards an inflation for 2Q22 contract prices despite impact from the previous material contamination at Kioxia/WDC...
Global market intelligence firm TrendForce reports that another wave of COVID-19 outbreaks has swept through China in the recent period...
COVID-19 cases continue to surge in China. After the Shanghai government’s announcement of a two-stage lockdown on March 27, the Kunshan government, a city bordering Shanghai with many electronics manufacturing clusters, also announced a full city-wide lockdown from April 2 to April 8. The Kunshan City government has asked enterprises to adopt a closed-loop management approach and require all employees to take PCR testing...
Regarding potential interruption of semiconductor raw material supply caused by the Ukrainian-Russian war, according to TrendForce research...
As indicated by the survey of global market intelligence firm TrendForce, the reactivated stocking demand for specialty DRAM had exhibited the strongest intensity in the Chinese market after Chinese New Year...
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