Research Reports


Semiconductors


Foundry Market Bulletin_20211101

2021/11/01

Wafer Foundries

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A 6.5-magnitude earthquake hit Taiwan at 1:11pm, October 24 local time with the epicenter in Yilan. Taiwan’s domestic wafer fabs are located in science parks throughout Taoyuan, Hsinchu, Taichung, and Tainan...

Annual DRAM Revenue for 2022 Expected to Reach US$91.5 Billion, with Prices Likely to Rally in 2H22

2021/10/29

DRAM , NAND Flash

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Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations...

Server DIMM Price Oct. 2021

2021/10/29

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation for server DRAM contract prices has yet to conclude for many clients apart from concluded transactions among several OEMs and CSPs...

Specialty DRAM Price Oct. 2021

2021/10/29

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the quarterly lock-in deals must once again be renegotiated having now entered October...

NAND Flash Wafer Contract Price Oct. 2021

2021/10/29

NAND Flash

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Global market intelligence firm TrendForce reports that in response to weakening demand going forward, some NAND Flash suppliers have been actively cutting wafer prices since the second half of September...

NAND Flash Contract Price Oct. 2021

2021/10/29

NAND Flash

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Regarding the latest developments in the trading of NAND Flash chips, global market intelligence firm TrendForce reports that downstream stock-up activities have been constrained by shortages of non-memory ICs...

DRAM Contract Price Oct. 2021

2021/10/29

DRAM

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Global market intelligence firm TrendForce reports that the contract price trend of PC DRAM products has formally made a...

MLCC Price Oct. 2021

2021/10/29

MLCC

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China’s hydropower and wind power are performing inadequately due to climate change on the landmass, and with Southeast Asian countries smothered by the pandemic, lockdowns and shutdowns have become commonplace and forced companies to dump orders to China instead, causing a rapid increase in industrial power...

eMMC Contract Price 4Q21

2021/10/27

NAND Flash

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Global market intelligence firm TrendForce reports that the impact of the persistent shortages of various non-memory ICs on whole device production has become widespread across different categories of end products and application segments...

DRAM Market Bulletin_20211027

2021/10/27

DRAM

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It is near the end of October, and negotiations for 4Q21 contracts are still ongoing. Less than half of quarterly deals have been completed. In terms of MoM price changes for October...

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