Research Reports


Semiconductors


Total NAND Flash Revenue Rose by 10.8% QoQ for 2Q21 Due to Strong NB Demand and Procurements for Data Centers

2021/08/18

NAND Flash

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TrendForce’s analysis of the developments in the NAND Flash market in 2Q21 finds that clients in the data center segment were gradually stepping up enterprise SSD procurement after finishing inventory adjustments...

Peak Season Caused Server DRAM Revenue to Rise Sharply by 35.3% QoQ for 2Q21

2021/08/16

DRAM , AI Server/HBM/Server

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Market intelligence firm TrendForce reports that the momentum of server DRAM procurement was stronger in 2Q21 than in 1Q21 mainly because buyers were anticipating further hikes in component prices and had concerns about uncertainties in the supply chain...

Server Market Report_2Q21

2021/08/13

DRAM , AI Server/HBM/Server

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Dynamics of Server Market in 2Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View

26% QoQ Growth Seen in 2Q21 DRAM Market as Shipment Surpassed Expectation and DRAM Quotations Magnified

2021/08/12

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the demand end had further amplified the purchase intensity during 2Q21 in fear of higher subsequent prices and insufficient source of products after the official subversion in DRAM prices in 1Q21...

DRAM Market Bulletin_20210811

2021/08/11

DRAM

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It is now the first week of August, and negotiations over contract prices have temporarily ceased following the completion of the latest quarterly deals...

NAND Flash Market Bulletin_20210811

2021/08/11

NAND Flash

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The gradual recovery of daily lives in Europe and America thanks to the elevating vaccination rate has resulted in an apparent revision in the orders of educational demand for 4Q21...

Sliding Spot Prices and Weakening Demand in Some Applications Could Cause NAND Flash Wafer Prices to Drop in September

2021/08/09

NAND Flash

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TrendForce’s latest survey of the NAND Flash market finds that most negotiations for 3Q21 contracts did not finish until the middle of July...

Foundry Market Bulletin_20210809

2021/08/09

Wafer Foundries

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Samsung continues to expand the wafer capacity of Line S5, which is the foundry production line of its Pyeongtaek-based P2L fab and accounts for 25% of P2L’s total production capacity...

MLCC Market Bulletin_20210806

2021/08/06

MLCC

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Since July, the Delta variant has spread across Southeast Asia. After the Malaysian government extended MCO 3.0 indefinitely, the Philippine government also imposed an ECQ across Metro Manila from August 2 to August 20. As the factories of Japan’s Murata and Korea’s Samsung...

PC DRAM Contract Prices May Start to Deplete in 4Q21 as Module Spot Prices Continue to Weaken

2021/08/04

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the negotiation on the contract prices of PC DRAM has predominantly concluded having entered 3Q21...

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