Research Reports


Semiconductors


Suppliers to Safeguard Bottom Prices; Contract Prices for Partial NAND Flash Wafers Could Rise in Chinese Market in June

2023/05/30

NAND Flash

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As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on NAND Flash suppliers...

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

2023/05/26

DRAM , AI Server/HBM/Server

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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

2023/05/26

NAND Flash , AI Server/HBM/Server

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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

2023/05/26

DRAM , AI Server/HBM/Server

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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 AI Servers
5. Memory Solutions for AI Servers
6. Major Server Manufacturers’ Latest Activities in AI Server Segment

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

2023/05/25

DRAM , Smartphones

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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

2023/05/25

AI Server/HBM/Server

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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%...

Server Market Bulletin_20230525

2023/05/25

DRAM , AI Server/HBM/Server

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

Global NAND Flash Revenue for 1Q23 Showed QoQ Decline of 16.1% as Falling Demand Offset Effect of Suppliers’ Production Cuts

2023/05/25

NAND Flash

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According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...

China’s Matured Node Expansion Overcasted as Japan Announced Export Control Regulations on Semiconductor Equipment

2023/05/24

DRAM , NAND Flash , Wafer Foundries

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As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...