Research Reports


Semiconductors


DRAM Longer Term Projection_2Q21

2021/06/29

DRAM , AI Server/HBM/Server

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TrendForce offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.

We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.

*Please take noted that we only provide this report in English ONLY.

Foundry Market Bulletin_20210628

2021/06/28

Wafer Foundries

 PDF

Regarding rumors of TSMC constructing wafer fabs in Japan, TrendForce’s investigations indicate that no parties in TSMC’s supply chain, including upstream equipment/parts/consumables and silicon wafer suppliers...

DRAM Market Bulletin_20210623

2021/06/23

DRAM

 PDF

Currently, suppliers and clients are in the midst of negotiations over 3Q21 contracts. The two sides diverge significantly on prices and will probably wrangle over the details of quarterly deals...

NAND Flash Market Bulletin_20210623

2021/06/23

NAND Flash

 PDF

The amplified volume of the new platforms from Intel and AMD that has generated a sizeable growth in the procurement of enterprise SSD...

Memory Price Outlook for 3Q21 Indicates Continuing Rise as Peak Season Drives Demand

2021/06/22

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the peak production of various end products in 3Q21 will result in a further reduction in the sufficiency ratio of DRAM...

As Pandemic Eases in the US and Europe, Appropriate Pricing Will Help Apple Achieve Better Result for New iPhones

2021/06/15

DRAM , Smartphones

 PDF

Global market intelligence firm TrendForce has reported that the share of high-end models in global smartphone sales fell in 2020 because of the severe of impact of the COVID-19 pandemic on the economic performances of numerous countries during that year...

Foundry Market Bulletin_20210615

2021/06/15

Wafer Foundries

 PDF

Regarding advanced nodes, Samsung’s production capacity for the 7nm node is currently about...

MLCC Market Bulletin_20210611

2021/06/11

MLCC

 PDF

COVID-19 cases have been soaring in Malaysia since last month. After more than 6,000 cases in a single day were reported for the first time on May 19, the number of daily cases has hit a record high every day, forcing the Malaysian government to declare total lockdown on May 28. The lockdown consists of three phases with the first phase taking place during June 1 to 14...

DRAM Market Bulletin_20210609

2021/06/09

DRAM

 PDF

Contract prices held steady in May and are expected to remain mostly flat in June as well. Suppliers and clients have now begun negotiations for 3Q21 contracts...

NAND Flash Market Bulletin_20210609

2021/06/09

NAND Flash

 PDF

Partial buyers and sellers have started the negotiation and bargaining for the subsequent demand as 3Q21 approaches...

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