1. Overview of Global Macroeconomic Conditions in 1Q24 2. Market Shares of Top 10 MLCC Suppliers in 1Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
1. Overview of Global Memory Supply 2. Analysis of Mobile Memory Demand 3. Overview of the Smartphone Market 4. TRI’s View
The iPhone 16 series is scheduled for release in September, with all four models featuring a new SoC made with TSMC’s 3nm node instead of continuing with the SoC of the iPhone Pro models from last yea...
Contract quotes continue to climb, but the overall transaction volume has not increased significantly in the current month of May...
The client end is forced to accept the increase of 2Q24 contract prices, despite poor demand from the consumer market...
During this year’s five-day May Day holiday in Mainland China, a wave of domestic travel had once again emerged. Not only were tickets for various tourist attractions across the country in high demand...
TSMC pointed out from its earnings call on April 18th that it has officially lowered the projection on the overall foundry industry from a YoY growth of 20% to a mid-to-high-teens% due to the slow rec...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
In the server DRAM segment, suppliers and buyers are at an impasse over contract prices. Some suppliers presented quotes that were too high for buyers...
Enterprise and PC SSD have come to an increase of more than 20% in average contract prices for 2Q24 after a month of negotiations on various end products...
The trend of large smartphone brands becoming more dominant in the market is difficult to reverse. Currently, the global top nine brands hold a combined market share of 93%...
As indicated by the survey of global market intelligence firm TrendForce, contract prices of mobile DRAM have been successively released for various application fields as impacts from the 403 earthqua...
According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM are seeing a larger-than-expected increment generally due to the earthquake occurred on April...
As indicated by the survey of global market intelligence firm TrendForce, tenders of communication network products, including STB/GPON, had remained as the source of demand for SLC NAND Flash through...
