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Decline in DRAM ASP Narrows to 10~15% in 2Q23 with No End in Sight, Says TrendForce

28 March 2023

TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23, and this price decline is predicted to slow down to 10~15% next quarter.

Global NAND Flash Revenue Reports a QoQ Decline of 25% in 4Q22 as ASP Drops Further, Says TrendForce

17 March 2023

As a result, NAND Flash bit shipments rose by a mere 5.3% as ASP fell 22.8%. Global NAND Flash revenue was reported to be US$10.29 billion in 4Q22 — down 25% QoQ.

Total Revenue of Top 10 Foundries Fell by 4.7% QoQ for 4Q22 and Will Slide Further for 1Q23, Says TrendForce

13 March 2023

The quarterly total revenue of the top 10 foundries came to US$33,530 million, reflecting a drop of 4.7% from 3Q22. Moving into 1Q23, TrendForce projects that the quarterly total revenue of the top 10 will show an even steeper drop on account of seasonality and the uncertain macroeconomic situation.

Value of Market for SiC Power Devices Will Surpass US$2.2 Billion in 2023 Due to Growing Demand Related to Electric Vehicles and Renewable Energy, Says TrendForce

9 March 2023

With the cooperation among them becoming more visible, TrendForce projects that the value of the global market for SiC power devices will reach US$2.28 billion in 2023, reflecting a YoY growth of 41.4%.

Shipments of AI Servers Will Climb at CAGR of 10.8% from 2022 to 2026, Says TrendForce

8 March 2023

According to TrendForce’s latest survey of the server market, many cloud service providers (CSPs) have begun large-scale investments in the kinds of equipment that support artificial intelligence (AI) technologies.


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