Supply Chain Bottleneck

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment | TrendForce

Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Mar 11, 2025 | PDF

"TrendForce reports that due to the continuous growth in demand for LPDDR5X, coupled with supply failing to meet demand, prices for this type of mobile DRAM may rebound earlier than expec...

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24 | TrendForce

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

Mar 05, 2025 | PDF

TrendForce reports that despite a 9.2% QoQ increase in global smartphone production in 4Q24, mobile DRAM demand declined due to conservative stocking strategies by Android brands and the end of peak s...

NAND Flash Industry’s Revenue Fell by 6.2% QoQ for 4Q24 Due to Inventory Reduction Efforts Dragging Down Demand for Consumer Products | TrendForce

NAND Flash Industry’s Revenue Fell by 6.2% QoQ for 4Q24 Due to Inventory Reduction Efforts Dragging Down Demand for Consumer Products

Feb 26, 2025 | PDF

TrendForce reports that the NAND Flash industry's revenue fell by 6.2% QoQ in 4Q24 due to continued inventory reductions by consumer electronics OEMs. Despite relatively stable demand for enterpr...

Server DRAM and HBM Contributed to 9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly | TrendForce

Server DRAM and HBM Contributed to 9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

Feb 25, 2025 | PDF

TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a de...

As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25 | TrendForce

As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

Feb 13, 2025 | PDF

TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by...

NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market | TrendForce

NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

Jan 17, 2025 | PDF

TrendForce forecasts a continued slump in the NAND Flash market in 2025, driven by weak demand and oversupply, leading to price declines. To stabilize the market, Micron has initiated production cuts,...

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM | TrendForce

DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Nov 21, 2024 | PDF

TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production | TrendForce

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

Nov 11, 2024 | PDF

TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...

Unchanged on “Stifling Advancement and Delaying Maturity” Principle as the Netherlands Announced Export Sanction on Semiconductor Equipment | TrendForce

Unchanged on “Stifling Advancement and Delaying Maturity” Principle as the Netherlands Announced Export Sanction on Semiconductor Equipment

Jul 04, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the Netherlands had announced its export control on equipment for advanced nodes on June 30th that covers how restricted items...

Foundry Revenue for 2Q21 Reaches Historical High Once Again with 6% QoQ Growth Thanks to Increased ASP and Persistent Demand | TrendForce

Foundry Revenue for 2Q21 Reaches Historical High Once Again with 6% QoQ Growth Thanks to Increased ASP and Persistent Demand

Aug 27, 2021 | PDF

TrendForce’s latest investigations find that the panic buying of chips persisted in 2Q21 owing to factors such as post-pandemic demand, industry-wide shift to 5G telecom technology, geopolitical tensi...

Almost 5% QoQ Growth in Enterprise SSD from Ascended 2Q21 Orders under Mass Production of New Platforms | TrendForce

Almost 5% QoQ Growth in Enterprise SSD from Ascended 2Q21 Orders under Mass Production of New Platforms

Aug 24, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the mass production of the new generation platforms from Intel and AMD...

Cluster Infection at KYEC May Impact Smartphone Chipset Supply | TrendForce

Cluster Infection at KYEC May Impact Smartphone Chipset Supply

Jun 07, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the recent cluster infection of coronavirus at the Zhunan fab of global backend testing leader KYEC in Miaoli continues to enl...

Malaysia's MCO 3.0 Will Not Affect OSAT Lines but Could Again Trigger Component Shortages | TrendForce

Malaysia's MCO 3.0 Will Not Affect OSAT Lines but Could Again Trigger Component Shortages

Jun 01, 2021 | PDF

The Government of Malaysia has announced the extension of the Movement Control Order (MCO) 3.0 by two more weeks to June 14th in the face of the daily diagnosed cases now exceeding 9000...

Update on Shutdown of Hsinta Power Plant on May 13 and Its Impact on Taiwan’s Foundry and Wafer Fabs | TrendForce

Update on Shutdown of Hsinta Power Plant on May 13 and Its Impact on Taiwan’s Foundry and Wafer Fabs

May 13, 2021 | PDF

Global market intelligence firm TrendForce reports that the Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13...

Update on Shutdown of Hsinta Power Plant on May 13 and Its Impact on Taiwan’s Foundry and Wafer Fabs | TrendForce

Update on Shutdown of Hsinta Power Plant on May 13 and Its Impact on Taiwan’s Foundry and Wafer Fabs

May 13, 2021 | PDF

Global market intelligence firm TrendForce reports that the Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13...

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