Current contract negotiations have yet to lead to more transactions being finalized, but DRAM suppliers have kept their quotes high. In the PC DRAM and server DRAM segments, quotes show QoQ increases...
Suppliers continue to elevate their preliminary quotations by nearly 20% during the negotiations for 2Q24 contract prices, though the process has been prolonged due to...
Following the earthquake that occurred off the coast of Taiwan on April 3, TrendForce conducted a comprehensive investigation over several days and concluded that although there were wafer losses...
TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...
Market participants are currently in the midst of negotiations for 2Q24 contract prices, where suppliers, having yet to ramp up their utilization significantly...
Although suppliers and buyers have mainly focused on negotiating 2Q24 contracts, some price fluctuations still occurred in March. In particular, the server DRAM segment, which had previously experienc...
Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...
As 1Q24 comes to an end, DRAM suppliers and buyers have begun negotiating prices for 2Q24 contracts. Quotes from suppliers currently show QoQ...
With 1Q24 coming to an end, market participants have started negotiating for 2Q24 contract prices, where suppliers are generally asking for a 20% increase in quotations...
EU, US, Japan, Korea, Taiwan, China
Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...
An increase of nearly 20% is expected to be seen from contract prices of 2Q24 primarily due to the unmitigated constraints on enterprise SSD provision...
An observation on TSMC’s 3nm orders for 2024 indicates that Apple remains as the largest client in capacity digestion at more than 70% (550-600K wafers for the entire year)...
Most suppliers are still lingering at losses despite an increment of more than 60% in wafer prices, and are thus maintaining their adamancy towards contract quotations for 2Q24...
In the mobile DRAM segment, smartphone brands are not particularly eager to begin negotiations for 2Q24 contracts even though it is now March...
