Supply & Demand

DRAM Industry Analysis-1Q22 | TrendForce

DRAM Industry Analysis-1Q22

Feb 23, 2022 | PDF

Manufacturers for end products continued to be affected by the component mismatch problem that the COVID-19 pandemic has brought to the supply chain. Chip shortages have constrained assembly capacity...

DRAM Market Bulletin_20220223 | TrendForce

DRAM Market Bulletin_20220223

Feb 23, 2022 | PDF

Regarding negotiations for server DRAM contracts, North American CSPs have finished arranging the prices for the first-quarter deals...

Taking Advantage of the Market Share Left by Huawei, Apple Raised iPhone Production to a Record High for 4Q21 and Thereby Contributed to the Highest QoQ Growth for 2021 at 9.5% | TrendForce

Taking Advantage of the Market Share Left by Huawei, Apple Raised iPhone Production to a Record High for 4Q21 and Thereby Contributed to the Highest QoQ Growth for 2021 at 9.5%

Feb 23, 2022 | PDF

Market intelligence firm TrendForce reports that global smartphone production came to 356 million units for 4Q21, showing a QoQ increase of 9.5%...

NAND Flash Market Bulletin_20220223 | TrendForce

NAND Flash Market Bulletin_20220223

Feb 23, 2022 | PDF

The ramifications from the material contamination at Kioxia/WDC’s fabs continue to ferment, where the loss of capacity yielded by the particular incident is enough in shifting the current NAND Flash m...

NAND Flash Suppliers’ Total Revenue from Enterprise SSD Sales Fell by 5.4% QoQ for 4Q21 as Inventory Adjustments Affected Demand | TrendForce

NAND Flash Suppliers’ Total Revenue from Enterprise SSD Sales Fell by 5.4% QoQ for 4Q21 as Inventory Adjustments Affected Demand

Feb 21, 2022 | PDF

TrendForce in its analysis of the performance of the enterprise SSD market in 4Q21 finds that server shipments to hyperscalers were already falling from their peak during that period...

Foundry Market Bulletin_20220221 | TrendForce

Foundry Market Bulletin_20220221

Feb 21, 2022 | PDF

In response to recent market rumors indicating that Samsung is affected by equipment delays and 4nm capacity expansion has not shaped up as expected...

MLCC Market Update – 4Q21 | TrendForce

MLCC Market Update – 4Q21

Feb 17, 2022 | PDF

1.Top 10 MLCC Suppliers' 4Q21 Market Share 2.Production Plan 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.1Q22 Market Outlook and Shipment Forecast 7.MLCC WW Demand Forecast by...

Intel Acquires Tower for US$5.4 Billion so as to Diversify Manufacturing Process Platforms and Strengthen Production Capability Across Different Regions | TrendForce

Intel Acquires Tower for US$5.4 Billion so as to Diversify Manufacturing Process Platforms and Strengthen Production Capability Across Different Regions

Feb 16, 2022 | PDF

Global market intelligence firm TrendForce reports that Intel officially confirmed on February 15th that it will acquire Israeli foundry Tower Semiconductor for US$5.4 billion...

DRAM Market Bulletin_20220216 | TrendForce

DRAM Market Bulletin_20220216

Feb 16, 2022 | PDF

No completed quarterly contract transactions have been reported from the server DRAM segment, but there are signs that DRAM suppliers and hyperscalers are close to reaching a consensus on the reasonab...

NAND Flash Market Bulletin_20220216 | TrendForce

NAND Flash Market Bulletin_20220216

Feb 16, 2022 | PDF

The negotiation between various procurement ends and suppliers on 2Q22 demand that was initially scheduled to being in February...

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client | TrendForce

Small-Scale Shipments of Server CPUs Belonging to Next-Generation Platforms Will Begin in 2Q22, but Adoption Situation Will Vary According to Client

Feb 15, 2022 | PDF

Regarding the upcoming arrivals of the next-generation server processor platforms from Intel and AMD (i.e., the former’s Sapphire Rapids and the latter’s Genoa)...

UMC’s Subsidiary Foundry in Suzhou Gradually Suspends Operation Due to a Suspected COVID-19 Infection; Initial Assessment Indicates Impact of Incident Is Manageable | TrendForce

UMC’s Subsidiary Foundry in Suzhou Gradually Suspends Operation Due to a Suspected COVID-19 Infection; Initial Assessment Indicates Impact of Incident Is Manageable

Feb 14, 2022 | PDF

Global market intelligence firm TrendForce reports that UMC’s subsidiary foundry HJTC, which is located in the Chinese city of Suzhou, has entered phased shutdown and temporary suspension...

MLCC Market Bulletin_20220211 | TrendForce

MLCC Market Bulletin_20220211

Feb 11, 2022 | PDF

To make sure the Winter Olympics Games goes off without a hitch, the Chinese government tightened control over the pandemic during the Chinese New Year holiday...

Material Contamination at NAND Flash Production Lines of WDC-Kioxia Alliance, Vol. 1 | TrendForce

Material Contamination at NAND Flash Production Lines of WDC-Kioxia Alliance, Vol. 1

Feb 10, 2022 | PDF

Western Digital Corp. (WDC) announced on February 9 that some of its NAND Flash production lines that it is operating with joint venture partner Kioxia in Yokkaichi and Kitakami suffered a contaminati...

DRAM Market Bulletin_20220209 | TrendForce

DRAM Market Bulletin_20220209

Feb 09, 2022 | PDF

The Lunar New Year has passed, and the prices for the 1Q22 PC DRAM contracts have been mostly arranged. The average contract price of the mainstream PC DRAM modules has come to...

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