Supply & Demand

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...

S4 Monthly Monitor Panel Supply Chain Oct_22

S2 Monthly Notebook Panel Supply Chain Oct_22

S1 Monthly LCD TV Panel Supply Chain Oct_22

3Q22 Enterprise SSD Revenue Dropped to US$5.221 Billion as Server OEMs Suppressed Orders amidst Unrecovered Chinese Orders

As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...

MLCC Market Bulletin_20221122

The Double 11 Shopping Festival has been famed for acting as a forecast for China's retail demand. The Festival this year, however, ended quietly under online shopping platforms' cool and calculated b...

PC-Client OEM SSD Contract Price 4Q22

As indicated by the survey of global market intelligence firm TrendForce, a drop of...

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 DRAM Revenue Dropped 27.2% QoQ in 3Q22 under Simultaneous Depletion in Shipment Bit and Contract Prices

As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...

eMMC/UFS Contract Price 4Q22

Global market intelligence firm TrendForce reports that consumer demand is still in a slump, so the surge of stock-up demand associated with the year-end peak season has not materialized...

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...

MLCC Market Update – 3Q22

1.Top 10 MLCC Suppliers' 3Q22 Market Share 2.Production and Shipment Overview 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.4Q22 Market Outlook and Shipment Forecast 7.MLCC WW D...

Foundry Market Bulletin_20221114

TSMC’s Fab 21 in Arizona, as TrendForce mentioned from the Market Bulletin published on February 8th 2021 and March 8th 2021, occupies more than 1,100 acres...

Global DRAM Revenue Fell by Nearly 30% QoQ for 3Q22 as Weakening Demand for End Products Caused DRAM Contract Prices and Shipments to Drop

Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18,187 million...