Supply & Demand

Global DRAM Revenue Dropped Further by More Than 30% QoQ for 4Q22 as Suppliers Cut Prices to Drive Sales | TrendForce

Global DRAM Revenue Dropped Further by More Than 30% QoQ for 4Q22 as Suppliers Cut Prices to Drive Sales

Feb 20, 2023 | PDF

Global market intelligence firm TrendForce reports that global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%...

Foundry Market Bulletin_20230220 | TrendForce

Foundry Market Bulletin_20230220

Feb 20, 2023 | PDF

Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...

YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered Again to 1.31% as Chinese and US-Based OEMs Have Corrected Down Their Shipment Projections | TrendForce

YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered Again to 1.31% as Chinese and US-Based OEMs Have Corrected Down Their Shipment Projections

Feb 16, 2023 | PDF

According to TrendForce’s latest examination of the server supply chain, the general situation has started to stabilize in 1Q23 as shortages of certain components have been easing gradually...

Server DRAM Officially Surpasses Mobile DRAM in DRAM Output as Smartphone Demand Continues to Weaken in 2023 | TrendForce

Server DRAM Officially Surpasses Mobile DRAM in DRAM Output as Smartphone Demand Continues to Weaken in 2023

Feb 15, 2023 | PDF

As indicated by the latest survey of global market intelligence firm TrendForce, uncertainties yielded by the supply chain amidst the pandemic had led to an accumulation of excessive inventory from th...

DRAM Market Bulletin_20230215 | TrendForce

DRAM Market Bulletin_20230215

Feb 15, 2023 | PDF

The contract market as a whole has not changed noticeably from last week, and a MoM decline in prices is still expected for February even after the downward shift in January...

NAND Flash Market Bulletin_20230215 | TrendForce

NAND Flash Market Bulletin_20230215

Feb 15, 2023 | PDF

Various end products have dropped 15% in quarterly prices on average as the excess supply market status remains unimproved...

IC Design Market Bulletin_20230213 | TrendForce

IC Design Market Bulletin_20230213

Feb 13, 2023 | PDF

Qualcomm generated US$7.892 billion of QCT (exclusively referring to IC products) revenue during 4Q22 under a YoY increase of 16.6% and a QoQ decrease of 11.6%...

Market Demand Forecasts - 4Q22 Commentary (EN) | TrendForce

Market Demand Forecasts - 4Q22 Commentary (EN)

Feb 09, 2023 | PDF

Market Demand Forecasts - 4Q22 Database (EN) | TrendForce

Market Demand Forecasts - 4Q22 Database (EN)

Feb 09, 2023 | EXCEL

MLCC Market Bulletin_20230208 | TrendForce

MLCC Market Bulletin_20230208

Feb 08, 2023 | PDF

The Covid-19 outbreak has spread rapidly from cities to rural areas due to the huge number of migrant workers returning to their hometowns for the Chinese New Year. However, as more people recovered f...

DRAM Market Bulletin_20230208 | TrendForce

DRAM Market Bulletin_20230208

Feb 08, 2023 | PDF

Even though the Lunar New Year holiday has ended, contract negotiations have yet to pick up. Since actual demand is still not significant...

NAND Flash Market Bulletin_20230208 | TrendForce

NAND Flash Market Bulletin_20230208

Feb 08, 2023 | PDF

Negotiations between buyers and sellers have yet to turn aggressive after Chinese New Year, where buyers are still focused on individual negotiation for each single order and inventory pulls in batche...

Foundry Market Bulletin_20230206 | TrendForce

Foundry Market Bulletin_20230206

Feb 06, 2023 | PDF

Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...

Monthly Panel Supplier Utilization Operation Tracker Jan_23 | TrendForce

Monthly Panel Supplier Utilization Operation Tracker Jan_23

Feb 03, 2023 | ZIP

Server Market Bulletin_20230202 | TrendForce

Server Market Bulletin_20230202

Feb 02, 2023 | PDF

The adjustments on server procurement among CSPs since January have also affected ODMs...

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