Supply Constraints

Rising AI-Related Demand Generates More Interest in HBM; SK hynix Holds Largest Market Share for HBM Solutions Due to Its Position as Leading Supplier for HBM3 Products

Apr 11, 2023 | PDF

TrendForce reports that the recent strong growth in the demand for AI servers has also started to raise the intensity of the discussions surrounding high-bandwidth memory (HBM)...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Latest Details on US CHIPS and Science Act Will Further Lower Multinational Memory Suppliers and Foundries’ Willingness to Invest in China

Apr 11, 2023 | PDF

According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...

Long-Term Projection Indicates YoY Growth of NAND Flash Demand Bits Will Stay Under 30% as Demand Slows for PC Client SSDs

Dec 20, 2022 | PDF

Global market intelligence firm TrendForce reports that for a while, the COVID-19 pandemic was driving procurement activities related to working from home and digital transformation...

Further Sanctions on China by the US to Once Again Elevate Geopolitical Risks as Countries Aim for Autonomous Chip Production

Jul 28, 2022 | PDF

As indicated by global market intelligence firm TrendForce, the scission in the supply chain of chips caused by the pandemic over the past two years, as well as the escalated geopolitical risks such a...

Prices of DDR3 DRAM Products Face Downward Pressure as Demand Freezes and New Production Capacity Becomes Available

Jul 05, 2022 | PDF

Global market intelligence firm TrendForce reports that network device manufacturers restarted procurement activities following the Chinese Lunar New Year holiday and released a modest amount of DRAM...

1Q22 Enterprise SSD Revenue Up 14.1% from Rising Monthly Demand and Risen Urgent Order Prices by Kioxia’s Contamination

May 20, 2022 | PDF

As indicated by the survey of global market intelligence firm TrendForce, North American data centers experienced a sizable growth in purchase orders after February after the provision of partial mate...

Rising Inflation and Weakening Demand Caused Global DRAM Revenue to Drop by 4.0% QoQ for 1Q22

May 13, 2022 | PDF

According to the latest research by market intelligence firm TrendForce, global DRAM revenue fell by 4.0% QoQ...

Latest Updates on Semiconductor Production after 7.3 Magnitude Earthquake at Coast of Fukushima, with Miyagi at 6 Magnitude, on the Night of March 16th

Mar 17, 2022 | PDF

As indicated by the semiconductor research department of global market intelligence firm TrendForce, a 7.3 magnitude earthquake struck at the coast of Fukushima during the night of March 16th 2022 at...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 2

Mar 17, 2022 | PDF

Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 2

Mar 17, 2022 | PDF

Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 2

Mar 17, 2022 | PDF

Looking at 1Q22, stock-up activities have slowed down a bit for the semiconductor components used in end products such as PCs, TVs, and smartphones...

QoQ Growth in Total Revenue of Top 10 Foundries Was Slightly Smaller at 8.3% for 4Q21 Mainly Due to Combination of ASP Hike and Limited Capacity Growth

Mar 09, 2022 | PDF

Global market intelligence firm TrendForce reports that growth is gradually tapering off for the demand generated by the effects of the COVID-19 pandemic on the stay-at-home economy...

UMC’s Subsidiary Foundry HJTC in Suzhou Returns to Operation; Latest Assessment Indicates More Than Two Weeks of Wafer Input Loss That Has Also Affected About 4% of UMC’s 8-Inch Wafer Foundry Capacity in 1Q22

Feb 24, 2022 | PDF

Global market intelligence firm TrendForce reports that UMC’s subsidiary foundry HJTC has begun to gradually return to normal operation after a period of suspension...

Global Mobile DRAM Revenue Fell by Nearly 7% QoQ for 4Q21 Due to Declining Prices for Quarterly Contracts

Feb 24, 2022 | PDF

According to TrendForce’s latest analysis of the mobile DRAM market, the significant downward corrections that the Chinese smartphone brands had made to their annual device production targets continue...