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The ramifications from the material contamination at Kioxia/WDC’s fabs continue to ferment, where the loss of capacity yielded by the particular incident is enough in shifting the current NAND Flash market status...
Global market intelligence firm TrendForce reports that the momentum of server DRAM procurements was noticeably stronger in 4Q21 than in 3Q21. Even though server DRAM buyers significantly raised their inventories...
TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...
In response to recent market rumors indicating that Samsung is affected by equipment delays and 4nm capacity expansion has not shaped up as expected...
1.Top 10 MLCC Suppliers' 4Q21 Market Share
2.Production Plan
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.1Q22 Market Outlook and Shipment Forecast
7.MLCC WW Demand Forecast by Main Application
8.Manufacturing Location Information
9.Revenue Tracking
Global market intelligence firm TrendForce reports that demand bit growth started decelerate in the main application segments of the NAND Flash market in 4Q21. Due to rising inventory...
Global market intelligence firm TrendForce reports that Intel officially confirmed on February 15th that it will acquire Israeli foundry Tower Semiconductor for US$5.4 billion...
Trends in Server Market for 2021 and Outlook for 2022
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
No completed quarterly contract transactions have been reported from the server DRAM segment, but there are signs that DRAM suppliers and hyperscalers are close to reaching a consensus on the reasonable price range...
The negotiation between various procurement ends and suppliers on 2Q22 demand that was initially scheduled to being in February...
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