Shipments

16. Monthly Mobile PC ODM & Brand Shipment Tracker_Nov_22

ODMs Add More Production Lines in Southeast Asia and Mexico as Geopolitical Risks Have Caused Server Supply Chain to Shift

According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...

Foundry Market Bulletin_20221128

Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...

S2 Monthly Notebook Panel Supply Chain Oct_22

S1 Monthly LCD TV Panel Supply Chain Oct_22

Mobile DRAM Revenue Registered Largest QoQ Decline on Record in 3Q22 and Reached New Quarterly Low Since 2016 as Suppliers Saw Plummeting Prices and Shipments

Global market intelligence firm TrendForce reports that smartphone brands on the whole began to actively reduce existing component inventory in 2Q23 and maintained this strategy in 3Q23...

CRS_Monthly Branded Monitor Shipment Tracker_Nov22_TPV

Downstream Monitor Brand Shipment Tracker_Nov22

10.Monthly_Panel_Shipment_Oct_22

S6.Quarterly Long Term Shipment Forecast 4Q22

Global NAND Flash Revenue for 3Q22 Fell Sharply by 24.3% QoQ as Suppliers Cut Prices in Face of Market Downturn

Global market intelligence firm TrendForce reports that NAND Flash demand faced significant headwinds in 3Q22. Just as effect dissipated for the contamination incident that occurred at Kioxia’s produc...

Server Market Report_3Q22

Server Market: Review of 3Q22 and Outlook for 4Q22 Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s View

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Projected YoY Growth for 2023 Server Shipments Has Been Lowered to 2.8% as Weakening Global Economy Has Led to Slight Drop in Cloud Infrastructure Investments

According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...

Enterprise SSD Contract Price 4Q22

Market intelligence firm TrendForce reports that as the wider economic outlook becomes more conservative during the second half of this year...