Samsung Foundry is turning conservative for its Capex plans of 2025 after having experienced difficulties stemming from EOL, migration, and obtainment of 3/2nm orders for some of the products among cl...
Since the start of 2025, the global economic outlook has remained uncertain and unstable. Persistent geopolitical conflicts, escalating U.S.-China trade tensions, and ongoing tariff battles have all c...
TrendForce forecasts a continued slump in the NAND Flash market in 2025, driven by weak demand and oversupply, leading to price declines. To stabilize the market, Micron has initiated production cuts,...
According to the latest research by global market intelligence firm TrendForce, the NAND Flash market is expected to continue its downward trend into 2025 due to the pressures of weak demand and a sup...
In 1H24, Micron and SK hynix successively completed the qualification of their HBM3e 8hi products with NVIDIA. The H200, which is the first AI chip to adopt this type of memory...
The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...
NAND Flash suppliers have begun to correct down their bit output growth targets for this year because consumer electronics brands have adopted a conservative view on the demand situation in the first...
TrendForce indicates that foundry capacity utilization in 1Q25 is exceeding expectations due to geopolitical risks and Chinese subsidies. Despite weak end-market demand for consumer electronics, the s...
As we enter 2025, global economic growth is decelerating, with geopolitical instability continuing unabated. The ongoing conflict between Ukraine and Russia, along with persistent tensions in the Midd...
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...
Currently, the negotiation period for 1Q25 contract prices is underway. Observing the behavior of PC OEMs, there is a common demand for a QoQ reduction of 10%...
Suppliers have been successively lowering their output targets for this year in response to the weak market, though the three major end applications have also been reducing in purchase orders...
In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for s...
Regarding the progress on 2nm, TSMC has scheduled mass production for N2 in 2H25, with tape outs and pilot runs successively initiated for early clients...
According to global market intelligence firm TrendForce, the momentum of DRAM procurements related to consumer products remained sluggish in December...
