Revenue

NAND Flash Revenue Rose Sharply by Nearly 30% QoQ for 1Q24 Due to Another 27% QoQ Increase in Overall ASP and Strong Restocking Demand That Was Carried over from 4Q24

Global market intelligence firm TrendForce reports that electronics OEMs increased NAND Flash procurement quantity in 1Q24 as they wanted to build up their inventories at low prices...

Easing of GPU Shortage Allowed Data Center Business to Account for 87% of NVIDIA’s Revenue for FY1Q25; Sources of Demand for AI Servers Expand beyond CSPs to Include Sovereign Cloud and Other Applications

Global market intelligence firm TrendForce reports that this year, NVIDIA’s revenue growth is primarily being driven by the demand from major North American CSPs, server brands (OEMs)...

Total DRAM Revenue for 1Q24 Showed QoQ Growth of 5.1% as Rise of Contract Prices Offset Seasonality

According to the latest research by the global market intelligence firm TrendForce, the total revenue of the DRAM industry for 1Q24 came to US$18.35 billion...

Total Server DRAM Revenue for 1Q24 Showed QoQ Increase of 7.5% and YoY Increase of 155.7% as Suppliers Further Improved Their Performances

According to the latest research by global market intelligence firm TrendForce, the server DRAM market was benefited by rising prices in 1Q24, and the total server DRAM revenue for the quarter reached...

DRAM Market Bulletin_20240522

In the mobile DRAM segment, smartphone brands have been hesitant to accept the quotes that were offered by DRAM suppliers at the start of this second quarter and show QoQ hikes of 15-20%...

NAND Flash Market Bulletin_20240522

It has not been easy for wafers to ascend in prices this month as consumer product brands are maintaining their conservativeness towards 2H24 demand...

MLCC Market Outlook 1Q24~2Q24

1. Overview of Global Macroeconomic Conditions in 1Q24 2. Market Shares of Top 10 MLCC Suppliers in 1Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...

Quarterly TFT-LCD Industry Financial Result_Q1 2024

DRAM Market Bulletin_20240515

Contract quotes continue to climb, but the overall transaction volume has not increased significantly in the current month of May...

NAND Flash Market Bulletin_20240515

The client end is forced to accept the increase of 2Q24 contract prices, despite poor demand from the consumer market...

Foundry Market Bulletin_20240513

TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...

DRAM Market Bulletin_20240508

In the server DRAM segment, suppliers and buyers are at an impasse over contract prices. Some suppliers presented quotes that were too high for buyers...

NAND Flash Market Bulletin_20240508

Enterprise and PC SSD have come to an increase of more than 20% in average contract prices for 2Q24 after a month of negotiations on various end products...

Foundry Market Bulletin_20240429

US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...

NAND Flash Market Bulletin_20240424

Suppliers are pretty much settled on their intention in carrying on with the increase of prices, despite ongoing negotiations on 2Q24 contract prices between market participants...