Research Reports


Semiconductors


NAND Flash Market Bulletin_20211215

2021/12/15

NAND Flash

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With the end of the year just right around the corner, the better-than-expected NB orders in 4Q21 have helped sellers to alleviate partial inventory pressure...

Cloud Migration Continues to Drive Growth of Hyperscale Data Centers and Spurs Server OEMs to Enter Cloud Service Market

2021/12/14

DRAM , AI Server/HBM/Server

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The latest research by global market intelligence firm TrendForce finds that the current data center deployment demand is about three times larger in scale when compared with the wave of data center deployment demand from...

Foundry Market Bulletin_20211213

2021/12/13

Wafer Foundries

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On November 24, Samsung officially announced plans to establish a fab in the United States with an expected investment of approximately US$17 billion...

MLCC Market Bulletin_20211210

2021/12/10

MLCC

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In the fourth quarter of 2021, the average BB ratio of MLCC suppliers continued to decline month by month. Korean, Taiwanese, and Chinese suppliers’ inventory levels all rose to 90 days...

NAND Flash Market Bulletin_20211208

2021/12/08

NAND Flash

 PDF

Market participants are about to enter the critical period that confirms on 1Q22 demand, and will be initiating price negotiations after confirmation...

DRAM Market Bulletin_20211208

2021/12/08

DRAM

 PDF

Notebook (laptop) computer production in 4Q21 has exceeded expectations because component gaps in the supply chain have started to ease...

Better-Than-Expected NB Production to Slightly Lower Buyer Inventory and Diminish 1Q22 Price Reduction

2021/12/06

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the total production of NB for 4Q21 has exceeded the initial expectation of TrendForce...

Server Market Report_3Q21

2021/12/02

DRAM , AI Server/HBM/Server

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Dynamics of Server Market in 3Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Topics and Trends in Server Market
Conclusion and TRI’s View

Server DRAM Industry Analysis-4Q21

2021/11/30

DRAM , AI Server/HBM/Server

 PDF

A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...

NAND Flash Wafer Contract Price Nov. 2021

2021/11/30

NAND Flash

 PDF

TrendForce in its survey of the NAND Flash market for November finds that despite the flurry of sales events related to Single’s Day, Black Friday, and Christmas...

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