Research Reports


Semiconductors


Component Gaps in Supply Chain Are Constraining Smartphone Brands from Raising Device Production in 2H21

2021/11/25

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that the smartphone market is showing an improvement in demand during the second half of this year due to...

Foundry Revenue Rose 12% QoQ to New Record High for 3Q21 Due to Peak Season, New Production Capacity, and Rising Prices

2021/11/24

Wafer Foundries

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According to the latest research by global market intelligence firm TrendForce, the transition to the next generation of networking technologies, new normals resulting from the pandemic...

Two Consecutive Rise in Enterprise SSD Capacity Purchase Yields 22.4% QoQ Revenue Growth for 3Q21 in SSD

2021/11/23

NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, a thriving level of order dynamics was seen for two consecutive quarters among hyperscalers in 3Q21 as the new platforms...

DRAM Industry Analysis-4Q21

2021/11/22

DRAM

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DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year...

MLCC Market Bulletin_20211119

2021/11/19

MLCC

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Since 2H21, the high inventory levels that ODMs and suppliers faced have already become the market’s new normal. Material imbalances are a predicament yet to be resolved, and inventory levels stubbornly resist digestion...

Mobile DRAM Revenue Will Decline in 4Q21 as Prices Are on Downtrend

2021/11/19

DRAM

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Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lowered their annual device production targets...

DRAM Market Bulletin_20211117

2021/11/17

DRAM

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Contract transactions in November still show declining prices. In particular, a small amount of transactions involving PC DRAM products are showing prices that are under the level of US$30...

NAND Flash Market Bulletin_20211117

2021/11/17

NAND Flash

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Bit supply has significantly increased alongside the successive release of capacity for higher layers from suppliers...

Peak Season of Smartphone Market and Strong Data Center Market Caused NAND Flash Revenue to Rise by 15% QoQ for 3Q21

2021/11/16

NAND Flash

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The 3Q21 survey of the NAND Flash market by global market intelligence firm TrendForce finds that demand first started to weaken for Chromebooks, TVs, and some consumer products...

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements

2021/11/15

DRAM , AI Server/HBM/Server

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The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncertainties in the supply chain...

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