Research Reports


Semiconductors


Foundry Market Bulletin_20210322

2021/03/22

Wafer Foundries

 PDF

After suspending its operations for about half a month in response to the Texas winter storm, Samsung’s Austin-based Line S2 fab has been gradually resuming operations since March 2...

NAND Flash Market Bulletin_20210317

2021/03/17

NAND Flash

 PDF

It is currently the critical period for the negotiation of 2Q21 contract prices, and TrendForce’s latest prediction on the price increases for various end products of NAND Flash is listed in the table below...

DRAM Market Bulletin_20210317

2021/03/17

DRAM

 PDF

Price negotiations for 2Q21 contracts have now entered the critical phase. The following table contains TrendForce’s projections on the QoQ changes in the ASPs of the different categories of DRAM products...

Delayed Resumption at Samsung’s Texas Fab Will Impair Production of 5G Smartphones and Client SSDs for 2Q21

2021/03/11

Wafer Foundries , Smartphones

 PDF

As indicated by the survey of TrendForce, the Line S2 fab of Samsung in Austin, Texas has sustained a power interruption...

Delayed Resumption at Samsung’s Texas Fab Will Impair Production of 5G Smartphones and Client SSDs for 2Q21

2021/03/11

Wafer Foundries , Smartphones

 PDF

As indicated by the survey of TrendForce, the Line S2 fab of Samsung in Austin, Texas has sustained a power interruption...

Intel Still Has Absolute Lead in Server CPUs, but AMD Is Gaining Slightly While Future Is Bright for ARM

2021/03/10

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the x86-based server remained as...

Intel Still Has Absolute Lead in Server CPUs, but AMD Is Gaining Slightly While Future Is Bright for ARM

2021/03/10

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the x86-based server remained as...

Memory Price Forecast for 2Q21 Shows Large Hikes for DRAM Contract Prices and an Easing of NAND Flash Oversupply

2021/03/10

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

TrendForce in its latest analysis of memory prices reiterates that the DRAM market has formally entered a new cycle of rising prices...

NAND Flash Market Bulletin_20210310

2021/03/10

NAND Flash

 PDF

Having entered the negotiation period for the contract prices of SSD in 2Q21, the supply of SSD controller IC is becoming constrained...

DRAM Market Bulletin_20210310

2021/03/10

DRAM

 PDF

Although March is not the first month of a quarter, the consensus in the market is that prices will continue...

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