Supply & Demand

QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes | TrendForce

QoQ Growth in Foundry Revenue Was Slightly Scaled Back to 8.2% for 1Q22 as Seasonal Headwinds Offset Wafer Price Hikes

Jun 16, 2022 | PDF

Global market intelligence firm TrendForce reports that several factors impacted consumer demand in 1Q22. First, stock-up activities slowed down due to the headwinds of the traditional off-season...

Material Shortages to Impact Lead Time of Semiconductor Equipment and Delay 2023 Foundry Expansion | TrendForce

Material Shortages to Impact Lead Time of Semiconductor Equipment and Delay 2023 Foundry Expansion

Jun 16, 2022 | PDF

Global market intelligence firm TrendForce commented that the shortages of raw materials and chips under multiple factors, including the Russia-Ukraine war, impeded logistics...

DRAM Market Bulletin_20220615 | TrendForce

DRAM Market Bulletin_20220615

Jun 15, 2022 | PDF

Regarding prices for 2Q22 contracts, there have been no further changes to the actual transaction prices as the end of this quarter is approaching...

NAND Flash Market Bulletin_20220615 | TrendForce

NAND Flash Market Bulletin_20220615

Jun 15, 2022 | PDF

Suppliers have been lowering their wafer contract prices since May amidst the continuously depleting consumer demand...

03.Quarterly TV Market Update_2Q22 | TrendForce

03.Quarterly TV Market Update_2Q22

Jun 14, 2022 | PDF

Foundry Market Bulletin_20220613 | TrendForce

Foundry Market Bulletin_20220613

Jun 13, 2022 | PDF

After TSMC’s announcement that it will raise prices across the board in 1Q23 due to the rising costs of raw materials...

MLCC Market Bulletin_20220613 | TrendForce

MLCC Market Bulletin_20220613

Jun 13, 2022 | PDF

On May 30, Shanghai authorities announced that areas that were not under lockdown or control would be reopened in an orderly manner from June 1, including resumption of public transport and allowing p...

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices | TrendForce

TrendForce’s 3Q22 Memory Price Projection: Servers Become Sole Driver of Memory Demand as Market Weakens for Consumer Products; Suppliers’ and Buyers’ Rising Inventories Will Put Downward Pressure on Prices

Jun 10, 2022 | PDF

Continuing from the memory price projection of the previous quarter, global market intelligence firm TrendForce reports that factors such as the Russia-Ukraine military conflict...

M1. Quarterly Smartphone Market Status Update_2Q22 | TrendForce

M1. Quarterly Smartphone Market Status Update_2Q22

Jun 10, 2022 | PDF

22. Quarterly Sufficiency Analysis Report_2Q22 | TrendForce

22. Quarterly Sufficiency Analysis Report_2Q22

Jun 02, 2022 | ZIP

DRAM Market Bulletin_20220601 | TrendForce

DRAM Market Bulletin_20220601

Jun 01, 2022 | PDF

Compared with last week, prices of some DRAM contracts have not shown a steeper decline. On the whole, QoQ drops in contract prices have come to just 0-5% for 2Q22...

NAND Flash Market Bulletin_20220601 | TrendForce

NAND Flash Market Bulletin_20220601

Jun 01, 2022 | PDF

Continuing from the updates last week, the wafer end has first exhibited sluggishness, and prices are expected to drop starting from May...

LED Industry Quarterly Update- 2Q22 | TrendForce

LED Industry Quarterly Update- 2Q22

Jun 01, 2022 | PDF

EU, US, Japan, Korea, Taiwan, China

NAND Flash Industry Analysis-2Q22 | TrendForce

NAND Flash Industry Analysis-2Q22

May 31, 2022 | PDF

An overview of the developments in the NAND Flash market during 2Q22 is as follow: The material contamination incident at Kioxia and WDC’s joint production sites has caused...

Specialty DRAM Price May 2022 | TrendForce

Specialty DRAM Price May 2022

May 31, 2022 | PDF

TrendForce’s analysis of the developments in the DRAM market during May finds that DRAM demand as a whole continued to shrink from the previous month because of several factors...

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