Revenue

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected...

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...

1Q25 Mobile DRAM Revenue Shows Positive QoQ Growth When CXMT’s Contribution Is Included

Global market intelligence firm TrendForce reports that despite pressures from declining contract prices and tepid demand for end-products...

Foundry Saw 5.4% QoQ Drop in 1Q25 as Tariff-Driven Stocking Activities Offset Traditional Offseason Effects

As indicated by the survey of global market intelligence firm TrendForce, geopolitical conflicts triggered by new US tariffs...

Bit Shipment Share of DDR5 Has Climbed to Around 90%, Boosting 1Q25 Server DRAM Revenue by 1.4% QoQ to US$10.688 Billion

Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...

DRAM Market Bulletin_20250528

Supply is still tight in the contract market in 2Q25. Fulfillment rates are in insufficient for all product categories, including DDR5, DDR4, LPDDR5x, and graphics DRAM...

NAND Flash Market Bulletin_20250528

Output is continuously shrunken by production cuts among suppliers, which gradually improves the disequilibrium of market activities, thus allowing suppliers to grasp on the power of setting prices...

DRAM Industry’s Revenue Fell by 5.5% QoQ for 1Q25; Tariff-Related Stockpiling Resulted in the End of Inventory Correction

Global market intelligence firm TrendForce reports that the DRAM industry generated US$27.01 billion in revenue for...

Slow Inventory Clearance Led to Significant Decline in Enterprise SSD Revenue for 1Q25, but Quarterly Revenue Growth Is Expected in the Future as Shipments of AI-Related Products Expand

Global market intelligence firm TrendForce reports that the global enterprise SSD market faced significant downward pressure in 1Q25...

NAND Flash Revenue Dropped by 20% QoQ for 1Q25 Due to Seasonality and Inventory Reduction Efforts

According to the global market intelligence firm TrendForce, NAND Flash contract prices fell by more than 15% QoQ in 1Q25...

DRAM Market Bulletin_20250521

Now, in 2Q25, the DRAM market is still affected by US tariff policies that caused early shipments of consumer electronics, with the quarterly total demand bits showing a QoQ increase...

[Update] MLCC Market Outlook 1Q25~2Q25

1. Overview of Global Macroeconomic Conditions in 1Q25 2. Market Shares of Top 10 MLCC Suppliers in 1Q25 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...

NAND Flash Market Bulletin_20250521

Most suppliers are taking advantage of the 90-day tariff pause by expediting their production and shipment in the hope of avoiding additional variables...

Quarterly TFT-LCD Industry Financial Result_Q1 2025

Foundry Market Bulletin_20250519

Samsung Foundry, due to its client composition, is not benefitting much from China’s subsidies. The combined revenue of Samsung Foundry and System LSI...