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DRAM suppliers and their clients are currently negotiating over 1Q22 contracts, and they are significantly far apart on price...
The earlier arrival of Chinese New Year in 2022 has resulted in gradual inventory reduction and steady increase in stocking dynamics for a few module houses...
TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.
We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.
*Please take noted that we only provide this report in English ONLY.
As indicated by the survey of global market intelligence firm TrendForce, the constrained capacity of wafers that lasted an entire year has resulted in bottlenecks in production among PC brands...
Intel CEO Pat Gelsinger's visit to Taiwan last week attracted attention from all sectors. According to TrendForce’s investigations...
Global market intelligence firm TrendForce reports that the Chinese city of Xi’an has suffered an outbreak of the Delta variant of COVID-19 recently, and the number of confirmed cases of infection within the city has risen above 140 this month...
The view of the contract market has not changed from the previous week. Price negotiation activities are still rather lethargic at this moment...
Market participants are currently in the preliminary phase for the negotiation of 1Q22 contract prices, and the procurement end for other applications has been rather quiet aside from PC OEMs...
After the MLCC market went through 2 consecutive quarters of weakening pull-in orders, suppliers’ average BB ratio...
TrendForce’s view on the contract market has not changed from the previous week. Since suppliers and buyers have redirected their attention to 1Q22 deals...
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