Revenue

NAND Flash Industry Saw Constrained Shipments in 2Q24 Due to Weak Consumer Electronics Market, but Rising Demand for SSDs Used in AI Servers Drove Increase 14% in Revenue

According to the latest investigation by the global market intelligence firm TrendForce, server buyers were finishing up adjusting their inventories in 2Q24...

Contract Price Hikes Prompted Another 6% QoQ Growth in Mobile DRAM Revenue for 2Q24

As indicated by the survey of global market intelligence firm TrendForce, the QoQ drop in total smartphone production during 2Q24, together with ample inventory of mobile DRAM among brands...

Server DRAM Suppliers Continued to Rise in Revenue by 37.5% QoQ and 217% YoY amidst Surging Demand for DDR5

As indicated by the survey of global market intelligence firm TrendForce, 2Q24 saw a QoQ growth of 37.5% in overall server DRAM revenue to US$8.447 billion thanks to...

DRAM Market Bulletin_20240821

Compared with other application segments, the server DRAM segment has seen the strongest upward momentum for prices in this third quarter...

NAND Flash Market Bulletin_20240821

Buyers are now accepting the price hikes of enterprise SSD as it continues to benefit from the strong establishment demand for AI serves throughout 3Q24...

Quarterly TFT-LCD Industry Financial Result_Q2 2024

Foundry Market Bulletin_20240819

Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging start...

DRAM Market Bulletin_20240814

Among application segments, only server DRAM buyers show a higher level of procurement demand, especially with the QoQ price increase of DDR5 modules exceeding expectations and reaching...

NAND Flash Market Bulletin_20240814

Despite successive finalization of 3Q24 contact prices for various end products, PC and smartphone clients have yet to improve in demand...

Increases in South Korean Suppliers’ Shipments and Prices Drove a QoQ Growth of 24.8% in 2Q24 Global DRAM Revenue

According to the latest survey by global market intelligence firm TrendForce, the quarterly total revenue of the global DRAM industry reached US$22.9 billion for 2Q24...

DRAM Market Bulletin_20240807

Most 3Q24 DRAM contracts have yet to be finalized, and demand remains sluggish for consumer electronics like smartphones and PCs...

NAND Flash Market Bulletin_20240807

Brands’ successive announcements of multiple AI PCs and AI smartphones recently have yet to improve the demand of the consumer market...

Foundry Market Bulletin_20240805

The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...

DRAM Market Bulletin_20240731

Contract price negotiations did not go smoothly at the end of July. Although the overall DRAM ASP is still on an upward trajectory, buyers in various application segments are much less willing to acce...

NAND Flash Market Bulletin_20240731

Despite July coming to an end, market participants of NAND Flash have yet to finalize their agreement on the preliminary quotations for 3Q24 contract prices due to ongoing differences of options...