Supply & Demand

NAND Flash Market Bulletin_20250226

Negotiations for contract prices of various products are mostly done for this quarter. Among which, enterprise SSD saw a widened reduction to 18-23% as CSPs have yet to recover their purchase dynamics...

NAND Flash Industry’s Revenue Fell by 6.2% QoQ for 4Q24 Due to Inventory Reduction Efforts Dragging Down Demand for Consumer Products

TrendForce reports that the NAND Flash industry's revenue fell by 6.2% QoQ in 4Q24 due to continued inventory reductions by consumer electronics OEMs. Despite relatively stable demand for enterpr...

MLCC Market Outlook 4Q24~1Q25

1. Overview of Global Macroeconomic Conditions in 4Q24 2. Market Shares of Top 10 MLCC Suppliers in 4Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...

DRAM Market Bulletin_20250226

SK hynix has been receiving additional orders because Samsung is experiencing quality issues with many of its DRAM product lines...

S4 Monthly Monitor Panel Supply Chain Jan_25

S2 Monthly Notebook Panel Supply Chain Jan_25

MLCC Market Bulletin_20250225

Just as the Trump administration raises the banner of “Make America Great Again” and aggressively imposes tariffs on steel and various goods imported from other countries, global inflation appears to...

Server DRAM and HBM Contributed to 9% QoQ Increase in DRAM Industry’s Revenue for 4Q24, While Demand Related to PCs, Smartphones and Consumer Applications Weakened Significantly

TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a de...

Foundry Market Bulletin_20250224

The latest export control imposed by the US Department of Commerce not only restricts TSMC and Samsung from shipping 16nm and below chips that exceed the standard computing power to China...

NAND Flash Suppliers’ Overall Enterprise SSD Revenue Fell Slightly by 0.5% QoQ for 4Q24 Due to Weak Demand for Consumer Products Dampening Price Hikes for Enterprise Storage

TrendForce reports that despite enterprise SSD order growth driven by NVIDIA's H-series in 4Q24, weak demand for consumer products dampened price increases for enterprise storage, resulting in a...

Server Market Bulletin_20250220

This week’s Bulletin provides an update on the respective markets of US CSPs and corresponding OEMs...

Global EV Sales and Brand Ranking_1Q25

Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...

DRAM Market Bulletin_20250219

The contract market has not shown notable changes compared with the previous week. However, there has been a surge in demand for overclockable SO-DIMMs specifically for NBs...

NAND Flash Market Bulletin_20250219

Suppliers have been negotiating aggressively with the demand end on 1Q25 prices after the conclusion of the Lunar New Year holiday...

Enterprise SSD Contract Price 1Q25(updated)

As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty...