Supply & Demand

Specialty DRAM Price Nov. 2020

The latest analysis of the specialty DRAM market from TrendForce finds that contract prices of mainstream products generally...

DRAM Industry Analysis－4Q20

The shipment performance of various DRAM suppliers in 3Q20 exceeded the initial anticipation owing to Huawei’s substantial degree of inventory pull prior to the shipment restriction in mid-September.....

Monthly Panel Supplier Utilization Operation Tracker Nov_20

Smartphone Production for 3Q20 Registered Largest QoQ Growth in Recent Years Due to Market Rebound and Huawei Sanctions

Global market intelligence firm TrendForce reports that the global smartphone production for 3Q20...

S1 Monthly LCD TV Panel Supply Chain Oct_20

DRAM Market Bulletin_20201125

Regarding changes in price trends for November, contract prices of server DRAM products are projected to still register a small...

NAND Flash Market Bulletin_20201125

There have been insignificant dynamics in additional orders as module makers are adhering to a conserved attitude regarding subsequent order demand due to...

S2 Monthly Notebook Panel Supply Chain Oct_20

S4 Monthly Monitor Panel Supply Chain Oct_20

Robust Revenue Performance Expected for Mobile DRAM as Stocking Demand Remains Flourishing

As indicated by the survey of global market intelligence firm TrendForce, the reinforced sanction imposed on Huawei by the US Department of Commerce during mid-3Q20...

Global NAND Flash Revenue for 3Q20 Was Relatively Flat as Server Sales Slowed Down

TrendForce’s analysis of the NAND Flash market for 3Q20 finds that the overall demand remained anemic...

NAND Flash Market Bulletin_20201118

The stagnant purchase dynamics of servers and data centers, as well as the gradually dissipating dynamics from peak season stocking...

DRAM Market Bulletin_20201118

TrendForce maintains the view that contract prices will register MoM declines for November and December...

NOR Flash Supply Will Grow with 55nm Migration so as to Meet Demand for 5G Applications and Post-Pandemic Data Surge

According to the latest 4Q20 report from TrendForce’s Semiconductor Research Department, the annual total revenue of the global memory market is projected to reach...

Server DRAM Suppliers Sustained 9.4% of Quarterly Revenue Drop in 3Q20 as Purchase Dynamics Turned Cautious

As indicated by the survey of global market intelligence firm TrendForce, the purchase intensity of server DRAM had turned conservative during 3Q20...