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Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 Due to Slow Inventory Consumption and Falling Wafer Input from Customers, Says TrendForce

19 January 2023

TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23

QoQ Decline in DRAM ASP Will Moderate to Around 13~18% for 1Q23, but Slump Will Continue, Says TrendForce

9 January 2023

However, the slump will have yet to reach the bottom at that time. Regarding the QoQ changes in the prices of the major categories of DRAM products for 1Q23, PC DRAM and server DRAM are projected to again register a drop that is near 20%. Conversely, mobile DRAM will experience the smallest price decline because its profit margin is ready the thinnest.

Production Capacity for Power Management ICs Will Grow by 4.7% YoY for 1H23 as Automotive Products Act as Solitary Demand Pillar, Says TrendForce

6 January 2023

TrendForce projects that the global production capacity for power management ICs will increase by 4.7% YoY for 1H23. In the market for power management ICs, falling demand for products belonging to consumer electronics, networking devices, and industrial equipment continues to generate downward pressure on prices.

QoQ Decline in NAND Flash ASP Will Narrow to Around 10~15% as Suppliers’ Production Cuts Take Effect, Says TrendForce

5 January 2023

Therefore, the QoQ decline in the overall NAND Flash ASP for 1Q23 is currently projected to reach 10~15%, which is smaller than the QoQ decline for 4Q22. Regarding price trends of different NAND Flash products in 1Q23.

YoY Growth of NAND Flash Demand Bits Will Stay Under 30% from 2022 to 2025 as Demand Slows for PC Client SSDs, Says TrendForce

27 December 2022

This, in turn, will constrain demand bit growth as well. TrendForce projects that for the period from 2022 to 2025, the YoY growth rate of NAND Flash demand bits will remain below 30%.

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