Global market intelligence firm TrendForce reports that the consumer electronics market did not experience the usual seasonal demand surge in 3Q24...
3Q24 was seen with smartphone brands actively ridding their inventory, followed by a reduction in order pulls from the PC market amidst weakening demand...
Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...
Now, moving into 4Q24, negotiations over contract prices are still ongoing. On the whole, prices of DDR5 products are expected to remain relatively strong, with an estimated QoQ increase of around 5%....
As of mid-October, neither the traditional peak season (3Q24) that just concluded, nor China’s National Day holiday, were able to significantly revitalize the demand of the consumer market...
The US Department of Commerce recently reported a significant narrowing of the trade deficit in August, decreasing by 10.8% MoM. This shift is attributed to an increase in exports and a decline in imp...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
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...
TrendForce's report reveals that global channel market client SSD shipments grew by 3.7% YoY in 2023, driven by post-pandemic replacement demand and pre-emptive stocking in anticipation of NA...
In the HBM datasheet released earlier in October, TrendForce revealed suppliers’ production capacity plans for 2025 and calculated HBM demand based on AI chip shipment volumes...
The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...
TrendForce forecasts that global mature node capacity will grow by 6% YoY in 2025, with approximately 70% of the increase coming from Chinese foundries. Despite slow recovery in end-market demand, Chi...
