Research Reports


Semiconductors


Foundry Market Bulletin_20211115

2021/11/15

Wafer Foundries

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Samsung will install about 5-10K wspm of 4nm capacity in 4Q21 and expand this capacity to a total of 15K wspm in 4Q22. Samsung has also slightly raised the yield rate of its 4nm node to 35-40%...

MLCC Market Bulletin_20211111

2021/11/11

MLCC

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In the last season of 2021, MLCC suppliers’ BB ratio and shipments have both declined due to stagnant consumer demand, ODMs’ chip supply problems, material imbalances, and China’s electricity rationing measures...

DRAM Industry’s Revenue for 3Q21 Rose by 10% QoQ Thanks to Slight Shipment Growth and Ongoing Quote Hikes

2021/11/11

DRAM

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Global market intelligence firm TrendForce reports that DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain...

NAND Flash Market Bulletin_20211110

2021/11/10

NAND Flash

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Despite having just concluded the negotiation for most of the quarterly contract prices, TrendForce has noticed that suppliers are willing to offer...

DRAM Market Bulletin_20211110

2021/11/10

DRAM

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Prices have finally been arranged this week for more server DRAM contracts...

MLCC Market Update – 3Q21

2021/11/09

MLCC

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1.Top 10 MLCC Suppliers' 3Q21 Market Share
2.Production Plan
3.BB Ratio
4.Quarterly Shipment Forecast
5.Inventory Status
6.MLCC WW Demand Forecast
7.Manufacturing Location Information
8.Revenue Tracking
9.Automotive MLCC Supply Chain & Application

Mobile DRAM Suppliers’ Amplified Sales Intention in 4Q21 to Contribute to Roughly 3-8% of ASP Reduction

2021/11/09

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, new prices of mobile DRAM usually become effective prior to the end of the first month in a quarter under the usual quarterly negotiation approach...

DRAM Market Bulletin_20211103

2021/11/03

DRAM

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While some contract negotiations are still ongoing, prices have been set for October contracts. Looking ahead to November...

NAND Flash Market Bulletin_20211103

2021/11/03

NAND Flash

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NAND Flash suppliers are forced to increase their supply of wafers in the spot market in order to reduce the rising inventory level amidst the gradually expanding output of higher layers in 4Q21...

Development of HBM and CXL in the Age of AI, Vol. 1

2021/11/02

DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the incorporation of HBM (High Bandwidth Memory) and CXL (Compute Express Link) has received additional attention recently from the support of the x86 platform in the future...

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