Wafer prices, despite ongoing increment throughout December, are starting to exhibit stagnation in elevation after 512Gb surpassing US$3.0 from the lowest price point of US$1.4 this year...
Samsung Foundry is likely to implement price reduction measures during 1Q24 in the hope of either stimulating or ensuring wafer orders from its clients...
After a sizable increment in wafer prices that lasted for several months, various end products of NAND Flash will be introducing another wave of price hike throughout 1Q24 at an expected QoQ growth...
Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...
Recent market rumors are pointing to TSMC’s price reduction for some of its nodes in 2024. TrendForce’s survey indicates that the Taiwanese foundry...
DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation.....
Suppliers are continuously dropping in inventory attributed to the robust demand and expanded stocking orders of smartphones and notebooks...
Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...
With the completion of channel inventory adjustments, the smartphone industry has seen the return of strong peak-season momentum for device production and stock-up activities during 2H23...
EU, US, Japan, Korea, Taiwan, China
LED Chip and Package Revenue and Capacity
LED Chip and Package Revenue and Capacity
According to TrendForce’s latest research, global server DRAM revenue reached US$3.728 billion for 3Q23. While this figure still marks an increase from the previous quarter...
Prices for 4Q23 DRAM contracts have mostly risen noticeably, but the transaction momentum is at its slowest in the server DRAM segment...
Enterprise SSD from the server field remains as the end product with the lowest transaction momentum, despite significant increment in overall 4Q23 contract prices...
