Supply & Demand

Suppliers’ Successful Raise of Wafer Contract Prices Triggered Temporal Uptrend in Spot Market; Continuance to Depend on Actual Demand

As indicated by the survey of global market intelligence firm TrendForce, the successful increase of wafer contract prices has resulted in active inquiries on several items of packaged dies from the N...

DRAM Market Bulletin_20230830

Contracts for 3Q23 are being finalized. The percentage of completed transactions is still relatively low in the server DRAM segment, whereas transactions are mostly done in the PC DRAM segment...

NAND Flash Market Bulletin_20230830

Recent focus for the contract market of mobile NAND Flash lies on the price dynamics of UFS 4.0. TrendForce noticed that clients are currently restricted in options since UFS 4.0 has become a standard...

Global Smartphone Production Reached New 10-Year Low in 2Q23 with Around 270 Million Units and YoY Decline of 6.6% as Market Remained in Slump

Global market intelligence firm TrendForce reports that regional smartphone markets as a whole entered a period of decline during 1H23. Hence, global smartphone production fell again by...

Monthly Panel Supplier Utilization Operation Tracker Aug_23

Foundry Market Bulletin_20230828

An observation on the changes of Samsung’s orders of advanced nodes indicates that 5/4nm, aside from producing Qualcomm’s 4 Gen 2 chips, is also assisting with Samsung System LSI’s reinitiated in-hous...

S1 Monthly LCD TV Panel Supply Chain Jul_23

Low Bases for YoY Comparison Will Result in Slight Growth in Memory Demand Bits for 2024 Despite Lack of Improvements in Macroeconomic Situation

According to the latest research from the global market research firm TrendForce, as of 2023, there has not been a notable turnaround in the global economy...

S2 Monthly Notebook Panel Supply Chain Jul_23

Server Market Bulletin_20230824

This week’s Bulletin focuses on the updates of enterprise OEMs and CSPs. TrendForce, after conducting a survey on the supply chain, has further lowered its projection on overall server shipment...

NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises

Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...

MLCC Market Bulletin_20230824

The global economic growth momentum has been dampened by the impact of inflation and interest rate hikes. The US continues to tighten restrictions on semiconductor exports and investment activities wi...

S4 Monthly Monitor Panel Supply Chain Jul_23

DRAM Market Bulletin_20230823

Negotiations for contract prices are currently stuck, particularly in the server DRAM segment. Suppliers and their clients have been unable to reach a general consensus...

NAND Flash Market Bulletin_20230823

The contract market has been focusing on wafer transactions recently, where most suppliers are raising their quotations on the grounds of production cuts...