Supply & Demand

NAND Flash Market Bulletin_20211117 | TrendForce

NAND Flash Market Bulletin_20211117

Nov 17, 2021 | PDF

Bit supply has significantly increased alongside the successive release of capacity for higher layers from suppliers...

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements | TrendForce

Total Server DRAM Revenue Rose Notably by 18.6% QoQ for 3Q21 as Build-Out of Cloud Infrastructure Drove Procurements

Nov 15, 2021 | PDF

The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncer...

Foundry Market Bulletin_20211115 | TrendForce

Foundry Market Bulletin_20211115

Nov 15, 2021 | PDF

Samsung will install about 5-10K wspm of 4nm capacity in 4Q21 and expand this capacity to a total of 15K wspm in 4Q22. Samsung has also slightly raised the yield rate of its 4nm node to 35-40%...

MLCC Market Bulletin_20211111 | TrendForce

MLCC Market Bulletin_20211111

Nov 11, 2021 | PDF

In the last season of 2021, MLCC suppliers’ BB ratio and shipments have both declined due to stagnant consumer demand, ODMs’ chip supply problems, material imbalances, and China’s electricity rationin...

DRAM Industry’s Revenue for 3Q21 Rose by 10% QoQ Thanks to Slight Shipment Growth and Ongoing Quote Hikes | TrendForce

DRAM Industry’s Revenue for 3Q21 Rose by 10% QoQ Thanks to Slight Shipment Growth and Ongoing Quote Hikes

Nov 11, 2021 | PDF

Global market intelligence firm TrendForce reports that DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about short...

NAND Flash Market Bulletin_20211110 | TrendForce

NAND Flash Market Bulletin_20211110

Nov 10, 2021 | PDF

Despite having just concluded the negotiation for most of the quarterly contract prices, TrendForce has noticed that suppliers are willing to offer...

DRAM Market Bulletin_20211110 | TrendForce

DRAM Market Bulletin_20211110

Nov 10, 2021 | PDF

Prices have finally been arranged this week for more server DRAM contracts...

MLCC Market Update – 3Q21 | TrendForce

MLCC Market Update – 3Q21

Nov 09, 2021 | PDF

1.Top 10 MLCC Suppliers' 3Q21 Market Share 2.Production Plan 3.BB Ratio 4.Quarterly Shipment Forecast 5.Inventory Status 6.MLCC WW Demand Forecast 7.Manufacturing Location Information 8.Revenue Trac...

Market Supply Forecasts - 3Q21 Database (EN) | TrendForce

Market Supply Forecasts - 3Q21 Database (EN)

Nov 03, 2021 | EXCEL

DRAM Market Bulletin_20211103 | TrendForce

DRAM Market Bulletin_20211103

Nov 03, 2021 | PDF

While some contract negotiations are still ongoing, prices have been set for October contracts. Looking ahead to November...

NAND Flash Market Bulletin_20211103 | TrendForce

NAND Flash Market Bulletin_20211103

Nov 03, 2021 | PDF

NAND Flash suppliers are forced to increase their supply of wafers in the spot market in order to reduce the rising inventory level amidst the gradually expanding output of higher layers in 4Q21...

Foundry Market Bulletin_20211101 | TrendForce

Foundry Market Bulletin_20211101

Nov 01, 2021 | PDF

A 6.5-magnitude earthquake hit Taiwan at 1:11pm, October 24 local time with the epicenter in Yilan. Taiwan’s domestic wafer fabs are located in science parks throughout Taoyuan, Hsinchu, Taichung, and...

Annual DRAM Revenue for 2022 Expected to Reach US$91.5 Billion, with Prices Likely to Rally in 2H22 | TrendForce

Annual DRAM Revenue for 2022 Expected to Reach US$91.5 Billion, with Prices Likely to Rally in 2H22

Oct 29, 2021 | PDF

Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s late...

Server DIMM Price Oct. 2021 | TrendForce

Server DIMM Price Oct. 2021

Oct 29, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the negotiation for server DRAM contract prices has yet to conclude for many clients apart from concluded transactions among s...

Specialty DRAM Price Oct. 2021 | TrendForce

Specialty DRAM Price Oct. 2021

Oct 29, 2021 | PDF

As indicated by the survey of global market intelligence firm TrendForce, the quarterly lock-in deals must once again be renegotiated having now entered October...

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