Revenue

Mobile DRAM Industry Analysis－4Q21

The constrained global foundry capacity, together with the issue of resource allocation from the supply chain, have resulted in a severe short supply of components...

Two Consecutive Rise in Enterprise SSD Capacity Purchase Yields 22.4% QoQ Revenue Growth for 3Q21 in SSD

As indicated by the survey of global market intelligence firm TrendForce, a thriving level of order dynamics was seen for two consecutive quarters among hyperscalers in 3Q21 as the new platforms...

Mobile DRAM Revenue Will Decline in 4Q21 as Prices Are on Downtrend

Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lo...

Quarterly TFT-LCD Industry Financial Result_Q3 2021

DRAM Market Bulletin_20211117

Contract transactions in November still show declining prices. In particular, a small amount of transactions involving PC DRAM products are showing prices that are under the level of US$30...

NAND Flash Market Bulletin_20211117

Bit supply has significantly increased alongside the successive release of capacity for higher layers from suppliers...

Peak Season of Smartphone Market and Strong Data Center Market Caused NAND Flash Revenue to Rise by 15% QoQ for 3Q21

The 3Q21 survey of the NAND Flash market by global market intelligence firm TrendForce finds that demand first started to weaken for Chromebooks, TVs, and some consumer products...

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements

The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncer...

Foundry Market Bulletin_20211115

Samsung will install about 5-10K wspm of 4nm capacity in 4Q21 and expand this capacity to a total of 15K wspm in 4Q22. Samsung has also slightly raised the yield rate of its 4nm node to 35-40%...

DRAM Industry’s Revenue for 3Q21 Rose by 10% QoQ Thanks to Slight Shipment Growth and Ongoing Quote Hikes

Global market intelligence firm TrendForce reports that DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about short...

NAND Flash Market Bulletin_20211110

Despite having just concluded the negotiation for most of the quarterly contract prices, TrendForce has noticed that suppliers are willing to offer...

DRAM Market Bulletin_20211110

Prices have finally been arranged this week for more server DRAM contracts...

MLCC Market Update – 3Q21

1.Top 10 MLCC Suppliers' 3Q21 Market Share 2.Production Plan 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.MLCC WW Demand Forecast 7.Manufacturing Location Information 8.Revenue Trac...

Mobile DRAM Suppliers’ Amplified Sales Intention in 4Q21 to Contribute to Roughly 3-8% of ASP Reduction

As indicated by the survey of global market intelligence firm TrendForce, new prices of mobile DRAM usually become effective prior to the end of the first month in a quarter under the usual quarterly...

DRAM Market Bulletin_20211103

While some contract negotiations are still ongoing, prices have been set for October contracts. Looking ahead to November...