Supply & Demand

MLCC Price May. 2023

Qualcomm, which is the world’s largest supplier of chips used in mobile devices, released its earnings report for 1Q23 on May 4. According to the report, its revenue from smartphone-related chips fell...

NAND Flash Market Bulletin_20230531

The increasing stocking among Chinese module houses since this month, as well as how US suppliers had yet to exhibit aggressive inclination in sales from their quarter-end financial reports...

Global EV Sales and Brand Ranking_2Q23

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...

Specialty DRAM Price May 2023

According to global market intelligence firm TrendForce, the sequential decline in consumer DRAM prices from 2H22 to the present has surpassed 50%...

Server DIMM Price May 2023

As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices have yet to fully obtain a market consensus despite having entered mid-2Q23...

S2 Monthly Notebook Panel Supply Chain Apr_23

Monthly Panel Supplier Utilization Operation Tracker May_23

Server DRAM Revenue Fell by 45.9% QoQ and 71.6% YoY for 1Q23 as Weak Demand in Low Season Compelled Suppliers to Increase Sales via Price Cuts

According to the market intelligence firm TrendForce, the total server DRAM revenue of the four server DRAM suppliers fell by...

Enterprise SSD Revenue Shrank by Nearly 50% QoQ for 1Q23 as Weak Demand and Inventory Adjustments Caused ASP to Drop by More Than 15% QoQ

According to global market intelligence firm TrendForce, high inflation caused companies across sectors to scale back capital expenditure for this year...

Dynamics of AI Server Market

1. Forecast on Global Server Market 2. Development Dynamics of AI Server Applications 3. Major Chip Suppliers and Shipment Ratio of AI Servers 4. Global Shipment and Estimated Ratio Changes of A...

S1 Monthly LCD TV Panel Supply Chain Apr_23

Mobile DRAM Revenue for 1Q23 Showed Marginal Rebound of 6.1%, but Suppliers Will Still Face Challenges in 2Q23 as Price Decline Has Yet to Ease

According to the global market intelligence firm TrendForce, the global smartphone production for 1Q23 was impacted by weaknesses in the macroeconomic environment and...

NVIDIA All-Time High in Data Center Revenue from AI Demand; TrendForce Estimates 40% AI Server Shipment Growth in 2023

Global GPU supply leader NVIDIA announced its FY1Q24 (January 30th 2023 – April 30th 2023) financial report on May 24th, which indicates a revenue of US$7.192 billion at a QoQ increase of 19%...

S4 Monthly Monitor Panel Supply Chain Apr_23

Server Market Bulletin_20230525

This week’s Bulletin focuses on the updates of markets for enterprise OEMs and CSPs. As indicated by TrendForce’s latest supply chain survey...