Supply & Demand

S4 Monthly Monitor Panel Supply Chain July_22

Mobile DRAM Revenue Drop Slightly by Just 1.8% QoQ for 2Q22 as Suppliers Increase Sales to Channel Distributors to Bridge Their Revenue Gaps

Global market intelligence firm TrendForce reports that the smartphone market exhibited signs of weakening sales starting in 2H21...

NAND Flash Revenue Rose Slightly by 1.1% QoQ for 2Q22 as Price Hikes Resulting from Kioxia’s Contamination Incident Offset Weakening Demand

Global market intelligence firm TrendForce reports that NAND Flash contract prices rebounded in 2Q22 due to the effect of the material contamination incident at Kioxia’s production sites...

MLCC Market Update – 2Q22

1.Top 10 MLCC Suppliers' 2Q22 Market Share 2.Production and Shipment Overview 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.3Q22 Market Outlook and Shipment Forecast 7.MLCC WW D...

Server DRAM Revenue Rose by 9.3% QoQ for 2Q22; Suppliers Significantly Boosted Sales as Server Market Remained Stable

Global market intelligence firm TrendForce reports that the contract trading of server DRAM products in 1Q22 showed substantial price declines...

MLCC Market Bulletin_20220822

The CPI data for July published by the United States Department of Labor last week fell to 8.5%. The PPI also declined by 1.5 percentage points in July, from 11.3% to 9.8%. While the figures were a...

Foundry Market Bulletin_20220822

Looking at the development of the 3nm process, TSMC will mass-produce 3nm in 2H22 as scheduled and will possess a production capacity of approximately 40kwspm by the end of 2022...

Enterprise SSD Revenue Rose by 31% QoQ for 2Q22 as Easing of Tight Supply for Components Led to 15% QoQ Hike in Server Shipments and Kioxia’s Contamination Event Raised Prices and Demand

Global market intelligence firm TrendForce reports that an easing of tight supply for certain components, together with an significant increase in server shipments from server OEMs (enterprise players...

3Q22 NAND Flash Contract Prices Further Drop by 13-18% QoQ as Sellers Unable to Retain Prices amidst Weak Demand

As indicated by the latest survey of global market intelligence firm TrendForce, the global economy is becoming increasingly enervated under the pressure of inflation...

DRAM Market Bulletin_20220817

It is now the middle of August, and finally suppliers and buyers are starting to complete their negotiations for quarterly contracts...

NAND Flash Market Bulletin_20220817

Transactions from the contract market are generally concluded on a low volume basis and an order-upon-demand approach this quarter...

MLCC Market Bulletin_20220811

Near the end of July, China’s Ministry of Industry and Informational Technology announced that their domestic smartphone shipments from January to June this year totaled 136 million, a 21.7% decrease...

DRAM Market Bulletin_20220810

It is now the beginning of August, and the focus of the DRAM contract market is on the server DRAM segment where a significant portion of quarterly deals did not get finalized in July...

NAND Flash Market Bulletin_20220810

3Q22 contract prices for eMMC, UFS, and enterprise SSD were successively concluded in negotiation at the end of July...

2Q22 Shipment Growth Yielded 6.5% QoQ Increment in Global DRAM Revenue

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry arrived at US$25.594 billion in 2Q22 revenue under a QoQ growth of 6.5% primarily owing to...