Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging start...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs. According to previous analyses...
Among application segments, only server DRAM buyers show a higher level of procurement demand, especially with the QoQ price increase of DDR5 modules exceeding expectations and reaching...
Despite successive finalization of 3Q24 contact prices for various end products, PC and smartphone clients have yet to improve in demand...
The latest policy statement from the US Federal Reserve in July indicates that recent economic data show a slowdown in job growth. There has also been a slight increase in the unemployment rate, thoug...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers mostly completed their 3Q24 contract negotiations with PC OEMs and CSPs in the second half of July...
Most 3Q24 DRAM contracts have yet to be finalized, and demand remains sluggish for consumer electronics like smartphones and PCs...
Brands’ successive announcements of multiple AI PCs and AI smartphones recently have yet to improve the demand of the consumer market...
The workers’ union of Samsung has started a labor strike since mid-July. As reported, the strike is primarily affecting its 8-inch fabs that have now dropped to a capacity utilization of 30%...
1. An Overview of the Semiconductor Market 2. Demand & Capacity Utilization 3. Supply & Geopolitical Impact 4. The Semiconductor Market in the Age of AI 5. TRI’s View
This week’s Bulletin provides an update on the respective markets of Chinese CSPs and corresponding enterprise OEMs, and renews the annual outlook on server demand...
According to the latest survey by global market intelligence firm TrendForce, 3Q24 contracts between DRAM suppliers and PC OEMs were mostly finalized in the second half of July...
As indicated by the survey of global market intelligence firm TrendForce, market participants would usually begin their negotiations for the third quarter of each year starting from the end of June...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 3Q24 contract prices of server DRAM are still underway right now as market participants have yet to reach a c...
According to research by the global market research firm TrendForce, the DRAM demand related to consumer electronics has yet to pick up significantly...
