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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.

Revenue from Enterprise SSDs Totaled Just US$3.79 Billion for 4Q22 Due to Slumping Demand and Widening Decline in SSD Contract Prices, Says TrendForce

6 March 2023

This price plunge, in turn, caused the quarterly total revenue from enterprise SSDs to drop by 27.4% QoQ to around US$3.79 billion. TrendForce projects that the NAND Flash industry will again post a QoQ decline in the revenue from this product category for 1Q23.

Global DRAM Revenue Fell by More Than 30% for 4Q22 as Suppliers Made Large Price Concessions to Drive Shipments, Says TrendForce

2 March 2023

According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to US$12, 281 million for 4Q22. The QoQ decline for 4Q22 is larger than the QoQ decline of 28.8% for 3Q22 and comes close to the QoQ decline of 36% for the final quarter of 2008, when the global economy was in the midst of a major financial crisis.

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