This week’s Bulletin provides an update on the respective markets of enterprise OEMs and CSPs, and organizes their key preliminary plans for 2024...
Prices for 4Q23 DRAM contracts have mostly risen noticeably, but the transaction momentum is at its slowest in the server DRAM segment...
Enterprise SSD from the server field remains as the end product with the lowest transaction momentum, despite significant increment in overall 4Q23 contract prices...
Samsung Foundry has been troubled by the deprived capacity utilization for its advanced nodes after the successive transferals of flagship orders by major clients such as Qualcomm and NVIDIA since 202...
The CPI of the US in October was better than market expectations, with the YoY increase shrinking to 3.2%. The YoY increase in the country’s Core CPI also narrowed to 4% for the same month...
This year, Huawei’s smartphone customers are mostly the brand’s existing customers looking to upgrade to a new device model...
1. Overview of Global Macroeconomic Conditions in 3Q23 2. Market Shares of Top 10 MLCC Suppliers in 3Q23 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Quarterly Shi...
This week’s Bulletin provides an update on ODMs’ development in the server and AI market, as well as compiles preliminary statistics on the forecasted production schedules among ODMs for 2024...
Module houses are more willing in proposing larger subsequent demand in response to the ongoing production cuts among suppliers...
Contract negotiations are still ongoing, with agreements being noticeably harder to reach in the server DRAM segment...
As TrendForce mentioned from its Foundry Market Bulletin on October 16th, TSMC has turned conservative in 3nm expansion for 2024 by merely enlarging to 90-100Kwspm that...
As the global struggle against inflation reaches its one-year mark, central banks of many countries continue to implement tight monetary policies to curb price hikes. In the current fourth quarter, th...
