The contract prices for 3Q24 have largely been set. Conventional DRAM prices are expected to increase by approximately 8-13% QoQ...
According to the latest analysis by the global market intelligence firm TrendForce, the semiconductor supply chain entered an inventory correction cycle starting in 2022...
Contract prices for mainstream 1Tb and 512Gb NAND Flash have slightly dropped by 2-5% in 3Q24 due to weak demand in the supposedly peak season...
EU, US, Japan, Korea, Taiwan, China
Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...
Continuing from last week’s update, mobile DRAM remains the weakest application segment in terms of price trends. Prices of LPDDR4X products...
Samsung Foundry, who focuses on the development and mass production of advanced nodes, will continue to concentrate on establishing 3nm, 2nm, and a small volume of 1.4nm R&D lines for capacity expansi...
In 2Q24, global smartphone production totaled 286 million units, reflecting a QoQ decline of 3.4% but a YoY increase of 5.2%...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...
Negotiations for 3Q24 contracts have not shown any significant changes since the previous update. Looking ahead to 4Q24, the market is rife with uncertainties mainly due to...
Contract prices for enterprise SSD are expected to subside largely in increment during 4Q24, despite having risen by about 15% in 3Q24...
Global market intelligence firm TrendForce reports that with the arrival of China’s 618 Shopping Festival in June, inventory levels for consumer electronics had already dropped to a relatively healthy...
1. Overview of Global Macroeconomic Conditions in 2Q24 2. Market Shares of Top 10 MLCC Suppliers in 2Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
Global market intelligence firm TrendForce reports that the second quarter saw a significant increase in the procurement of enterprise SSDs...
