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CSPs to Expand into Edge AI, Driving Average NB DRAM Capacity Growth by at Least 7% in 2025, Says TrendForce

25 June 2024

TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers, which are crucial for LLM and AI modeling. Following establishing a significant AI training server infrastructure in 2024, these CSPs are expected to actively expand into edge AI in 2025. This expansion will include the development of smaller LLM models and setting up edge AI servers to facilitate AI applications across various sectors, such as manufacturing, finance, healthcare, and business.

ST Maintains Top Spot with 32.6% Market, onsemi Rises to Second Place in 2023 Revenue Ranking for SiC Power Devices, Says TrendForce

20 June 2024

TrendForce reports that the SiC power devices industry maintained strong growth in 2023, driven by the application of BEVs. The top five suppliers accounted for approximately 91.9% of total revenue; ST lead the pack with a 32.6% market share while onsemi rose from fourth place in 2022 to second place.

Foundry Market Shows Mixed Conditions with Price Adjustments for Specific Chinese Processes and Anticipated Price Increases for Taiwanese Advanced Processes, Says TrendForce

19 June 2024

TrendForce reports that mid-year trends such as China’s 618 sales festival, the launch of new smartphones in 2H24, and the anticipated holiday sales season have driven inventory replenishment in the supply chain—positively impacting foundry capacity utilization and signaling a recovery from its operational low point.

Contract Price Increases Offset Seasonal Slump, Boosting DRAM Q1 Revenue by 5.1%, Says TrendForce

13 June 2024

TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter. This growth—reaching US$18.35 billion—was driven by rising contract prices for mainstream products, with the price increase being more significant than in 4Q23. As a result, most companies in the industry continued to see revenue growth.

TrendForce: Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue as SMIC Climbed to 3rd Spot, Says TrendForce

12 June 2024

As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for the consumer end, where the sporadic appearance of urgent orders within the supply chain were mostly replenishment of inventory among individual clients, and exhibited sluggishness in momentum on the whole. Simultaneously, automotive and industrial equipment applications have been receiving ongoing revisions in forecast under escalating economic risks, including inflation, geopolitical conflicts, and energy shortages. AI servers, attributed to the extensive CapEx input and competitions among major global CSPs, as well as the establishment of LLMs (Large Language Models) between enterprises, became the sole support for the supply chain throughout 1Q24. On account of aforementioned factors, the top 10 global foundries generated a total revenue of US$29.2 billion at a QoQ drop of 4.3% in 1Q24.

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