Research Reports


Semiconductors


Foundry Market Bulletin_20210419

2021/04/19

Wafer Foundries

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TrendForce’s analysis of Qualcomm redirecting its AP-SoC orders from Samsung to TSMC finds that these products’ IC design and capacity allocation ...

Impact of Power Outage on TSMC Fab14 P7 Is Still Being Assessed; Automotive MCU and CIS Logic Will Be Hit the Hardest

2021/04/15

Wafer Foundries

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Market intelligence firm TrendForce reports that TSMC’s Fab14 P7 in the Southern Taiwan Science Park suffered a power outage on April 14th...

Power Outage at TSMC’s Fab14 P7 May Affect Supply of Multiple Smartphone Components and Automotive MCU

2021/04/14

Wafer Foundries

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As indicated by the global market intelligence firm TrendForce, a power outage had occurred in TSMC’s Fab14 P7 in the Southern Taiwan Science Park (STSP) due to the accidental pipeline scission from the fab relocation in the nearby area...

Foundry Capacity Remains Tight in Post-Pandemic Era Due to Geopolitical Factors and Robust Demand Related to 5G and HPC

2021/04/14

Wafer Foundries

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The latest observations by market intelligence firm TrendForce indicate that demand continues to grow for applications such as big data analysis, network communication...

DRAM Market Bulletin_20210414

2021/04/14

DRAM

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Price negotiations for 2Q21 contracts are now in the critical phase. The latest survey across different application segments finds that price hikes are mostly consistent with the ranges that TrendForce estimated earlier...

NAND Flash Market Bulletin_20210414

2021/04/14

NAND Flash

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It is now the end of the quarterly negotiation, and an excess demand market status will appear in 3Q21 alongside the quarterly amplification in the shipment volume of servers...

QoQ Increase in PC DRAM Prices for 2Q21 Will Surpass Earlier Projection of 20% as Demand Related to Peak Season Picks Up

2021/04/13

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, it is currently the critical period for the negotiation of 2Q21 contract prices between DRAM suppliers and various major PC OEMs...

Foundry Market Bulletin_20210406

2021/04/06

Wafer Foundries

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TSMC was one of the recipients of Intel’s highest-tier SCQI (Supplier Continuous Quality Improvement) Award on March 30...

Annual Shipment Growth in Server Exceeds 5% as Expedited by New Norm, with a Steady Rise in ODM Direct Ratio

2021/04/01

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the rapid changes in the international politic situation in recent years...

NAND Flash Market Bulletin_20210331

2021/03/31

NAND Flash

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The negotiation for the 2Q21 contract prices of various major products is still happening right now. Continuing from the updates mentioned in the previous Bulletin...

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