Research Reports


Semiconductors


Updates on Foundry Market Dynamics_20201109

2020/11/09

Wafer Foundries

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According to the Historical Trading Info/Data section of the Taiwan Stock Exchange Corporation’s Market Observation Post System, after MediaTek’s 3Q20 Investor Conference...

Digital Transformation and New Norms Will Raise Global Server Shipments by 7% YoY for 2021

2020/11/06

DRAM , AI Server/HBM/Server

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Research by market intelligence firm TrendForce finds that the number of hyperscale data centers is now...

NAND Flash Market Bulletin_20201104

2020/11/04

NAND Flash

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The negotiations for the contract prices of 4Q20 have been completed, and the trend for each product category has been predominantly identical to the initial anticipation, where the primary reduction has been manifested on...

DRAM Market Bulletin_20201104

2020/11/04

DRAM

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Contracts for 4Q20 have all been finalized, and transactions show price changes that are in line with TrendForce’s projection...

Foundry Market Bulletin_20201102

2020/11/02

Wafer Foundries

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Samsung is currently mass producing Nvidia’s RTX 3000 series of GPUs and Qualcomm’s Snapdragon 6350 chips at its 8/10nm production lines; total wafer capacity for...

Specialty DRAM Price Oct. 2020

2020/10/30

DRAM

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TrendForce’s analysis of specialty (consumer) DRAM market for October finds that contract prices are again under the dictate of the structural supply/demand dynamics...

Server DIMM Price Oct. 2020

2020/10/30

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, the 4Q20 prices of Server DRAM will experience profound difficulties in negotiation...

NAND Flash Wafer Contract Price Oct. 2020

2020/10/30

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the purchase dynamics of server and hyperscale clients have been evidently insufficient amidst the inventory reducing phase subsequent to Huawei’s suspension in stocking during mid-September...

NAND Flash Contract Price Oct. 2020

2020/10/30

NAND Flash

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As indicated by the survey of global market intelligence firm TrendForce, the persisting global impact of the COVID-19 pandemic, and the continuous raging of the second wave of outbreak in Europe and the US...

DRAM Contract Price Oct. 2020

2020/10/30

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, most contract prices of PC DRAM in the existing phase are negotiated based on a “quarterly” structure as mentioned in the previous updates on contract prices...

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