Revenue

Mobile DRAM Industry Analysis－1Q24

Mar 12, 2024 | PDF

Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...

Server DRAM Industry Analysis－1Q24

Mar 11, 2024 | PDF

The current demand situation in the server market is not as bright as expected earlier. Enterprises across many sectors are now increasingly focused on...

DRAM Market Bulletin_20240306

Mar 06, 2024 | PDF

Contract negotiations are still ongoing in the server DRAM segment, where most transaction prices have yet to be finalized...

NAND Flash Market Bulletin_20240306

Mar 06, 2024 | PDF

Having entered March, market participants have activated their negotiations for 2Q24 contract prices. Judging by the current progress, sellers, who are adamant towards a price hike...

TSMC Held over 60% Foundry Market Share in 4Q23 with Orders Related to AI and iPhones and Drove 7.9% QoQ Growth in Top 10 Foundries’ Total Revenue

Mar 05, 2024 | PDF

Global market intelligence firm TrendForce reports that smartphone brands continued to stock up on components in 4Q23. Hence, major foundries received related orders...

Foundry Market Bulletin_20240304

Mar 04, 2024 | PDF

Samsung Foundry, despite obtainment of seasonal stocking orders for smartphones in 4Q23, saw an approximate QoQ drop of 1.9% in revenue by slightly falling to...

Server DRAM Revenue Rose by 53.4% QoQ and 27% YoY for 4Q23; Price Rally Contributed to Significant Improvement in Suppliers’ Performances

Mar 04, 2024 | PDF

Global market intelligence firm TrendForce reports that the server DRAM market benefited from the general DRAM price rally in 4Q23. As a result, the total global server DRAM revenue for 4Q23 came to.....

Global Mobile DRAM Revenue Rose by Nearly 40% QoQ for 4Q23 as Price Hikes and Sales Growth Boosted Suppliers’ Performances

Mar 01, 2024 | PDF

Global market intelligence firm TrendForce reports that DRAM bit shipments registered a double-digit QoQ growth rate for 4Q23 due to factors such as smartphone brands ramping up device production...

Enterprise SSD Revenue Rose by Nearly 50% for 4Q23 Due to Two Consecutive Quarters of Increase in Procurement Volume and Price Rebound

Feb 27, 2024 | PDF

Global market intelligence firm TrendForce reports that NAND Flash suppliers significantly cut production in 3Q23, making it difficult for NAND Flash prices to drop further...

Price Rebound and Demand Growth Caused NAND Flash Revenue to Increase Significantly by 24.5% QoQ for 4Q23

Feb 27, 2024 | PDF

Global market intelligence firm TrendForce reports that contract prices of NAND Flash wafers finally began to rebound near the end of 3Q23 after the NAND Flash supply chain...

DRAM Revenue Rose by Nearly 30% for 4Q23 Thanks to Rebounding Procurement Demand and a Rally in Overall ASP

Feb 26, 2024 | PDF

Global market intelligence firm TrendForce reports that global DRAM revenue rose by 29.6% QoQ to US$17.46 billion for 4Q23...

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs

Feb 23, 2024 | PDF

Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language model...

MLCC Market Update – 4Q23~1Q24

Feb 23, 2024 | PDF

1. Overview of Global Macroeconomic Conditions in 4Q23 2. Market Shares of Top 10 MLCC Suppliers in 4Q23 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Quarterly Shi...

DRAM Market Bulletin_20240221

Feb 21, 2024 | PDF

Following the end of the Lunar New Year holiday, DRAM suppliers and buyers have yet to resume negotiations for 1Q24 contracts...

NAND Flash Market Bulletin_20240221

Feb 21, 2024 | PDF

Market participants have yet to reactivate their negotiations for 1Q24 contract prices as the Chinese New Year holiday had just concluded last week...