Revenue

Minor Drop of 4.4% in Revenue for Server DRAM Suppliers in 4Q20 as Purchase Dynamics Ferment and Recover

As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM started to gradually recover since 4Q20...

Mobile DRAM Revenue for 1Q21 Will Be on Par with 4Q20 as Smartphone Demand Is Strong Despite Seasonality

The latest analysis of the smartphone market by TrendForce finds that Huawei’s global market share is expected to shrink considerably by around 20 percentage points in 2021 due to...

NAND Flash Market Bulletin_20210224

The status of the COVID-19 pandemic has mitigated owing to the initiation of vaccine administration, though the unabated demand for telecommuting and distance...

DRAM Market Bulletin_20210224

As pointed out in the earlier editions of the bulletin, contract prices of DRAM products could register MoM...

Foundry Market Bulletin_20210222

The entire state of Texas has been hit hard by a rare winter storm as an arctic air mass moves into the southern part of the U.S...

Quarterly TFT-LCD Industry Financial Result_Q4 2020

NAND Flash Revenue Dipped 2.9% QoQ for 4Q20; Inventory Cutting by Datacenters Was Offset by Demand from Smartphone Makers

TrendForce’s analysis of the NAND Flash market for 4Q20 finds that clients in the server and datacenter segments continued their inventory reduction efforts that had begun in the previous quarter...

Overall DRAM Market Value Remained Constant to Previous Quarter as the Trend of Decreased Prices with Increased Volume Persisted in 4Q20

As indicated by the survey of global market intelligence firm TrendForce, the inclusion of Huawei into the Entity List during late-3Q20 had triggered an amplified purchase...

NAND Flash Market Bulletin_20210209

The additional orders placed by PC OEMs on suppliers recently, together with the high level of stocking dynamics from Chinese smartphone brands...

DRAM Market Bulletin_20210209

Regarding the outlook of the contract market in February, TrendForce believes that the three major product categories (i.e., PC DRAM, server DRAM, and consumer or specialty DRAM) will likely...

Foundry Market Bulletin_20210208

During its earnings conference on Jan 14, TSMC revealed that it expects to raise its CapEx to...

DRAM Market Bulletin_20210203

According to the latest survey of contract transactions, MoM changes in contract prices of DRAM products for January are as follow...

NAND Flash Market Bulletin_20210203

Suppliers are not too willing in selling under reduced prices as the current focus of wafer supply remains at 92/96L...

DRAM Market Bulletin_20210127

It is now near the end of January, and DRAM contract negotiations have not shown significant changes in prices from the previous week...

NAND Flash Market Bulletin_20210127

The negotiation for the contract prices of various products in 1Q21 are predominantly completed, of which the reduction of enterprise SSD remains...