Supply & Demand

TFT-LCD Sufficiency Analysis_1Q25 | TrendForce

TFT-LCD Sufficiency Analysis_1Q25

Mar 07, 2025 | ZIP

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5 | TrendForce

QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

Mar 07, 2025 | PDF

TrendForce reports that server DRAM revenue grew by 8.0% QoQ and 84.4% YoY in 4Q24, driven by continued growth in DDR5 shipments and prices. While overall bit shipments saw a slight increase, individu...

Server Market Bulletin_20250306 | TrendForce

Server Market Bulletin_20250306

Mar 06, 2025 | PDF

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...

China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units | TrendForce

China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

Mar 06, 2025 | PDF

TrendForce reports that global smartphone production grew by 9.2% QoQ in 4Q24, driven by Chinese local government subsidies and Apple's new device launches. Apple took the top spot with new model...

NAND Flash Industry Analysis-1Q25 | TrendForce

NAND Flash Industry Analysis-1Q25

Mar 05, 2025 | PDF

Moving into 1Q25, the typical slow season, several factors are affecting the NAND Flash market. First, delays in NVIDIA’s product shipments...

HBM Market Dynamics and Forecast - 1Q25 | TrendForce

HBM Market Dynamics and Forecast - 1Q25

Mar 05, 2025 | PDF

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...

DRAM Industry Analysis-1Q25 | TrendForce

DRAM Industry Analysis-1Q25

Mar 05, 2025 | PDF

Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion...

Monthly Panel Supplier Utilization Operation Tracker Feb_25 | TrendForce

Monthly Panel Supplier Utilization Operation Tracker Feb_25

Mar 05, 2025 | ZIP

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24 | TrendForce

With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

Mar 05, 2025 | PDF

TrendForce reports that despite a 9.2% QoQ increase in global smartphone production in 4Q24, mobile DRAM demand declined due to conservative stocking strategies by Android brands and the end of peak s...

Server DIMM Price Feb. 2025 | TrendForce

Server DIMM Price Feb. 2025

Feb 27, 2025 | PDF

As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...

S1 Monthly LCD TV Panel Supply Chain Jan_25 | TrendForce

S1 Monthly LCD TV Panel Supply Chain Jan_25

Feb 27, 2025 | EXCEL

Specialty DRAM Price Feb. 2025 | TrendForce

Specialty DRAM Price Feb. 2025

Feb 27, 2025 | PDF

Global market intelligence firm TrendForce reports that there are signs of recovery in consumer demand. The main driving force behind this recovery is the effect of subsidies...

DRAM Contract Price Feb. 2025 | TrendForce

DRAM Contract Price Feb. 2025

Feb 27, 2025 | PDF

Global market intelligence firm TrendForce reports that the vast majority of PC OEMs and DRAM suppliers completed 1Q25 module contract negotiations in February...

NAND Flash Contract Price Feb. 2025 | TrendForce

NAND Flash Contract Price Feb. 2025

Feb 27, 2025 | PDF

As indicated by the survey of global market intelligence firm TrendForce, uncertainties of US tariff policy and regional conflicts have prompted a number of suppliers to decelerate their investment an...

MLCC Price Feb. 2025 | TrendForce

MLCC Price Feb. 2025

Feb 27, 2025 | PDF

After returning to the White House on January 20th, the Trump administration swiftly implemented various policy initiatives through executive orders, focusing on immigration, tariffs, and the terminat...

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