Research Reports


Semiconductors


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...

Next Gen Platform Transition Cycle Starts from 3Q22 as x86 Architecture Remains as Leader in Server Market

2021/08/04

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel and AMD...

Next Gen Platform Transition Cycle Starts from 3Q22 as x86 Architecture Remains as Leader in Server Market

2021/08/04

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the x86 architecture remained as the prominent solution in the mainstream server chip market for 1H21 that is guided by Intel and AMD...

DRAM Market Bulletin_20210804

2021/08/04

DRAM

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Prices for 3Q21 contracts across different application segments are within the ranges of TrendForce’s original projections and show a significant moderation in the upswing compared with the QoQ hikes for 2Q21...

NAND Flash Market Bulletin_20210804

2021/08/04

NAND Flash

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The survey of TrendForce indicates that a segment of the PC purchasing end had placed an order quantity that was lower than the initially negotiated level subsequent to the completion of the negotiation on the quarterly contract prices...

Specialty DRAM Price Jul. 2021

2021/07/30

DRAM

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TrendForce reports that the specialty (consumer) DRAM market remained a seller’s market in July. However, according to the recent observations on shipments of specialty DRAM products to OEMs...

Server DIMM Price Jul. 2021

2021/07/30

DRAM , AI Server/HBM/Server

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TrendForce’s latest survey of the server DRAM market finds that suppliers and clients are still having difficulty in reaching agreements on prices for 3Q21 contracts even though the said quarter is well underway...

NAND Flash Wafer Contract Price Jul. 2021

2021/07/30

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the sales performance from the retail end that has been unsatisfactory for several consecutive months has yet to improve...

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