Even though it is now approaching the end of July, contract negotiations...
Having arrived at July, TrendForce noticed that suppliers are now becoming reluctant in lowering their NAND Flash wafer prices...
![[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand | TrendForce](/images/TF_default06.jpg)
As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...
As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...
In 1H23, economic headwinds, turbulence in the financial market, and tightening credit supply caused a sharp drop in consumer confidence. This led to a corresponding decline in the demand for mainstre...
Smartphone production is expected to recover in 2H23 due to the effect of the peak season and the releases of new models. However, smartphone brands’ subsequent production performances could still be...
Regarding negotiations for the 3Q23 contracts, suppliers and buyers for the most part have yet to reach a general agreement on price and are in a deadlock...
Suppliers are exhibiting clear intentions in safeguarding the bottom line of their prices amidst the successive release of quotations for 3Q23 contract prices...
TSMC generated US$15.66 billion (calculation based on US$1=NT$30.7124) of revenue in 2Q23 under a QoQ reduction of roughly 6.4%, which largely coincided with the upper end of its financial forecast...
TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server b...
DRAM suppliers and buyers are currently in the midst of negotiations for 3Q23 contracts, so a general consensus on price has yet to be reached...
Price negotiations for 3Q23 are still underway without any clear consensus as of yet. PC OEMs have become buyers of prioritized negotiations for various suppliers due to SSD demand...
