Research Reports


Semiconductors


Memory Prices to Deplete in 4Q21 amidst High Inventory of Buyers and Pandemic-Induced Chaotic Supply Chain

2021/09/15

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the sufficiency ratio of DRAM is about to elevate in 4Q21 after the peak production season of various end products that was 3Q21...

MLCC Market Bulletin_20210915

2021/09/15

MLCC

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The rampage of COVID-19 variants has disrupted electronic component manufacturing in Southeast Asia. Apart from IC supply shortage in the third quarter, ODMs also needed to face escalating inventory levels and sluggish end-market demand...

Drastic Declination in 3Q21 Server Shipment of Huawei May Reshuffle Chinese Market’s Competition Structure

2021/09/15

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Huawei has been included in the Entity List successively since the trade conflict between China and the US that started from 2019...

DRAM Market Bulletin_20210915

2021/09/15

DRAM

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TrendForce’s recent observations on the sentiments of suppliers and clients find that it will be very difficult to keep prices on the upward trajectory for the upcoming quarterly contracts...

NAND Flash Market Bulletin_20210915

2021/09/15

NAND Flash

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The exchange between suppliers and the procurement end has gradually marched towards the negotiation for 4Q21 contract prices...

Demand below Supply in Growth Intensity during 2022 to Initiate a Price Reduction Cycle for the DRAM Industry

2021/09/08

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation in 3Q21 contract prices has been predominantly finalized between suppliers and major clients...

NAND Flash Market Bulletin_20210908

2021/09/08

NAND Flash

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Buyers and sellers are gradually initiating the negotiation on 4Q21 prices having entered September. TrendForce has observed that...

DRAM Market Bulletin_20210908

2021/09/08

DRAM

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It is now the start of September, and DRAM suppliers and their customers have begun preliminary discussions about prices for 4Q21 contracts...

NAND Flash Industry Analysis-3Q21

2021/09/06

NAND Flash , Smartphones , Tablets

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An overview of the developments in the NAND Flash market during 3Q21 is as follow: The data center segment still exhibits strong demand...

Foundry Market Bulletin_20210906

2021/09/06

Wafer Foundries

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Certain recent rumors in the semiconductor market claim that the yield rate for Qualcomm X60 5G baseband modems has been lower than expected because of quality issues with Samsung’s 5nm process technology...

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