Compared with the previous year, the smartphone market is no longer affected by the issue of high inventory. Therefore, the total smartphone production for 1Q24 reached 296 million units, marking a Yo...
Suppliers continue to elevate their preliminary quotations by nearly 20% during the negotiations for 2Q24 contract prices, though the process has been prolonged due to...
Following the earthquake that occurred off the coast of Taiwan on April 3, TrendForce conducted a comprehensive investigation over several days and concluded that although there were wafer losses...
TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Demand for large panel driver ICs is set to rise sequentially throughout 2024, with ample overall supply. However, uncertainty in end-user demand has led to conservative stocking practices in the supp...
Inflation in Europe and the US continues to ease, and central banks in many countries are considering lowering interest rates this year due to weak economic data. However, the long-term pressure from...
Market participants are currently in the midst of negotiations for 2Q24 contract prices, where suppliers, having yet to ramp up their utilization significantly...
Although suppliers and buyers have mainly focused on negotiating 2Q24 contracts, some price fluctuations still occurred in March. In particular, the server DRAM segment, which had previously experienc...
Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for 1Q24 contract prices have now been finalized...
Global market intelligence firm TrendForce reports that PC DRAM contract prices have remained mostly flat this March as PC OEMs have already accepted significant price hikes when finalizing 1Q24 contr...
Global market intelligence firm TrendForce reports that the consumer DRAM market has been in a very different situation compared with the market for AI-related solutions...
The National People’s Congress and the Chinese People’s Political Consultative Conference, which are the two major annual events for observing the directions of the Chinese government’s economic polic...
As indicated by the survey of global market intelligence firm TrendForce, demand for SLC NAND Flash throughout March 2024 was primarily carried over from GPON tenders and communication network product...
