Revenue

NAND Flash Market Bulletin_20230308

Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...

DRAM Market Bulletin_20230308

The QoQ decline in server DRAM contract prices for 1Q23 was more or less set in February, but contract prices of the mainstream DDR4 server DRAM modules...

TrendForce Estimates 10.8% CAGR Growth in AI Server Shipment between 2023 and 2027

TrendForce noticed that numerous large CSPs have started investing in a significant level of equipment establishment related to AI under the emerging of applications...

MLCC Market Update – 4Q22

1.Top 10 MLCC Suppliers' 4Q22 Market Share 2.Production and Shipment Overview 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.1Q23 Market Outlook and Shipment Forecast 7.MLCC WW D...

Plummeting Prices and Shipments Caused Largest QoQ Decline in Mobile DRAM Revenue on Record in 4Q22

Global market intelligence firm TrendForce reports that the smartphone market as a whole exhibited tepid demand in 4Q22. Global smartphone production grew by...

DRAM Market Bulletin_20230222

Regarding the server DRAM segment, the two major South Korean suppliers are currently actively engaging in negotiations...

NAND Flash Market Bulletin_20230222

Coordination on contract prices for client SSD has seen progress this week, where several suppliers have compromised on their prices on QLC Value SSD...

Server DRAM Revenue Dropped 33.9% QoQ in 4Q22 under Sizable ASP Decrement

As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...

4Q22 Enterprise SSD Revenue Fell by Nearly 30% as Contract Prices Widened to 25% in Decrement amidst Collapsing Market

As indicated by the survey of global market intelligence firm TrendForce, enterprises have started shrinking their CapEx level in order to weather through the economic downturn as high inflation inhib...

Quarterly TFT-LCD Industry Financial Result_Q4 2022

Global DRAM Revenue Dropped Further by More Than 30% QoQ for 4Q22 as Suppliers Cut Prices to Drive Sales

Global market intelligence firm TrendForce reports that global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%...

Foundry Market Bulletin_20230220

Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...

YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered Again to 1.31% as Chinese and US-Based OEMs Have Corrected Down Their Shipment Projections

According to TrendForce’s latest examination of the server supply chain, the general situation has started to stabilize in 1Q23 as shortages of certain components have been easing gradually...

DRAM Market Bulletin_20230215

The contract market as a whole has not changed noticeably from last week, and a MoM decline in prices is still expected for February even after the downward shift in January...

NAND Flash Market Bulletin_20230215

Various end products have dropped 15% in quarterly prices on average as the excess supply market status remains unimproved...