Supply Constraints

Component Gaps in Supply Chain Are Constraining Smartphone Brands from Raising Device Production in 2H21

Nov 25, 2021 | PDF

Global market intelligence firm TrendForce reports that the smartphone market is showing an improvement in demand during the second half of this year due to...

Mobile DRAM Revenue Will Decline in 4Q21 as Prices Are on Downtrend

Nov 19, 2021 | PDF

Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lo...

Micron Reportedly Plans to Build a New Fab in Hiroshima so as to Acquire Capacity for EUV-Based DRAM Production in 2024

Oct 20, 2021 | PDF

Japanese news agencies have reported that major US-based DRAM supplier Micron is planning to build a new DRAM fab near its existing DRAM fab in Hiroshima...

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...

Memory Prices Will Continue to Rise in 3Q21 as Suppliers Keep a Low Level of Inventory

Jun 02, 2021 | PDF

The latest research by global market intelligence firm TrendForce finds that memory suppliers are holding a relatively low level of inventory because of energetic stock-up activities of clients across...

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...

Foundry Revenue Broke Records for Three Quarters Straight Due to Undersupply and Rising Prices; 2Q21 Could See New High

May 25, 2021 | PDF

TrendForce’s latest analysis of the foundry market finds that the quarterly total revenue of the top 10 foundries rose by 0.8% QoQ to a new record high of...

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

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...

Graphics DRAM Continues to be in Short Supply Moving into 2Q21 as Prices Increase by 20%

Apr 27, 2021 | PDF

International market intelligence firm TrendForce reports that the new norms of the stay-at-home economy (e.g., online learning and working from home) remain firmly in place as the COVID-19 pandemic.....

Foundry Capacity Remains Tight in Post-Pandemic Era Due to Geopolitical Factors and Robust Demand Related to 5G and HPC

Apr 14, 2021 | PDF

The latest observations by market intelligence firm TrendForce indicate that demand continues to grow for applications such as big data analysis, network communication...

With Demand Rising and Supply Tightening, DRAM Suppliers Are Raising Server DRAM Output via Migration to 16Gb Chips

Jan 13, 2021 | PDF

According to TrendForce’s tracking analysis of the server DRAM market, the server supply chain faced serious challenges in 2020...

Contract Prices of eMMC Products Have Rebounded in 1Q21 as Lack of Production Capacity for Controller ICs Limits Supply

Jan 11, 2021 | PDF

Following up the special report released on December 14 last year, TrendForce continues to see that the combination of a lack of production capacity...

Foundry Revenue to Reach a New High in 2021 as Production Capacity Tightens During Post-Pandemic Era and 5G Transition

Dec 25, 2020 | PDF

According to the Semiconductor Research Department of TrendForce, a retrospect on 2020 reveals that even though numerous industries had sustained a substantial impact from the global COVID-19 pandemic...

Tight Supply in Consumer DRAM as Consumer Market Demand Recovers in 2021

Dec 18, 2020 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the global outbreak of the COVID-19 pandemic during 1H20 not only resulted in the suspension of numerous communication network...