DRAM suppliers and their clients are currently negotiating over 1Q22 contracts, and they are significantly far apart on price...
The earlier arrival of Chinese New Year in 2022 has resulted in gradual inventory reduction and steady increase in stocking dynamics for a few module houses...
Intel CEO Pat Gelsinger's visit to Taiwan last week attracted attention from all sectors. According to TrendForce’s investigations...
The view of the contract market has not changed from the previous week. Price negotiation activities are still rather lethargic at this moment...
Market participants are currently in the preliminary phase for the negotiation of 1Q22 contract prices, and the procurement end for other applications has been rather quiet aside from PC OEMs...
TrendForce’s view on the contract market has not changed from the previous week. Since suppliers and buyers have redirected their attention to 1Q22 deals...
With the end of the year just right around the corner, the better-than-expected NB orders in 4Q21 have helped sellers to alleviate partial inventory pressure...
On November 24, Samsung officially announced plans to establish a fab in the United States with an expected investment of approximately US$17 billion...
Market participants are about to enter the critical period that confirms on 1Q22 demand, and will be initiating price negotiations after confirmation...
Notebook (laptop) computer production in 4Q21 has exceeded expectations because component gaps in the supply chain have started to ease...
LED Chip and Package Revenue and Capacity
LED Chip and Package Revenue and Capacity
EU, US, Japan, Korea, Taiwan, China
A retrospect on the 3Q21 market status indicates that server OEMs had arrived at a relatively high inventory level of 7-10 weeks after two consecutive quarters of aggressive procurement...
TSMC held a meeting of its board of directors on November 9 and subsequently confirmed the establishment of its JASM (Japan Advanced Semiconductor Manufacturing) subsidiary in Kumamoto Prefecture in J...
