1. 2Q23 Global Macroeconomic Overview 2. Top 10 MLCC Suppliers' 2Q23 Market Share 3. Production and Shipment Overview 4. BB Ratio 5. Quarterly Shipment Forecast 6. Inventory Status 7. 3Q23 Mark...
Various regional smartphone markets all experienced a decline during 1H23, and the global smartphone production for the period registered a YoY drop of 13%. Now, in 2H23...
Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...
Suppliers are now approaching production cost for their selling prices, and have been aggressively raising their contract prices of wafers this month after yet another expanded production cut in 2H23....
Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...
The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...
According to the survey of global market intelligence firm TrendForce, the server market is seeing the first decline in unit shipment over the past several years...
The latest data released by the US Commerce Department in late July revealed that the GDP of the US grew at an initial YoY rate of 2.4% for 2Q23, surpassing the 2% growth rate for 1Q23...
According to the survey on the supply chain, this issue of the Bulletin has slightly downward revised the motherboard production scale among server ODMs to -6.57% YoY...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...
1. Dynamics of AI Server Market 2. HBM Market Outlook 3. Key Takeaways
As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...
Global smartphone production totaled around 270 million units for 2Q23, registering a YoY decline of 7.2% and a QoQ increase of 8.3%...
Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...
