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1. Overview of Global Macroeconomic Conditions in 1Q24 2. Market Shares of Top 10 MLCC Suppliers in 1Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
1. Overview of Global Memory Supply 2. Analysis of Mobile Memory Demand 3. Overview of the Smartphone Market 4. TRI’s View
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
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