Supply & Demand

Specialty DRAM Price Nov. 2024

According to the latest research by global market intelligence firm TrendForce, demand remains relatively weak for end products...

MLCC Price Nov. 2024

Former US President Donald Trump overwhelmingly won the November presidential election and triumphantly returned to the White House. However, the new administration, with its “America First” policy, p...

DRAM Contract Price Nov. 2024

According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs have engaged in discussions regarding insufficient procurement quantities in October...

NAND Flash Contract Price Nov. 2024

As indicated by the survey of global market intelligence firm TrendForce, the client SSD market that utilizes SLC as the buffer zone has been...

Server Market Bulletin_20241128

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

Global EV Sales and Brand Ranking_4Q24

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_20241127

Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...

NAND Flash Market Bulletin_20241127

Negotiations for wafer contracts are currently underway having entered November, though suppliers, who are pressurized by both year-end sales and ascending inventory...

S1 Monthly LCD TV Panel Supply Chain Oct_24

MLCC Market Outlook 3Q24~4Q24

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

Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 p...

S2 Monthly Notebook Panel Supply Chain Oct_24

S4 Monthly Monitor Panel Supply Chain Oct_24

Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppl...

Foundry Market Bulletin_20241125

Regarding statics since early November surrounding TSMC’s review on its Chinese AI clients of 7nm and below, as well as suspended shipments to the latter...