Research Reports


Semiconductors


Global NAND Flash Industry Analysis and Outlook-4Q13

2013/11/29

NAND Flash , Notebook Computers , Smartphones +1

 PDF

The fire at SK Hynix’s Wuxi fab had a significant impact on the NAND flash market in the third quarter, and will continue to do so in the fourth quarter. Some memory suppliers reallocated NAND flash capacity to DRAM in the wake of the fire, and the reduced output helped stabilize the NAND flash price trend in September and eased oversupply in the fourth quarter. However, the demand outlook is conservative, TrendForce expects short-term NAND flash industry growth will be limited...

Global Mobile DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Smartphones

 PDF

According to DRAMeXchange, a division of global research firm TrendForce, as a result of the fire at SK Hynix’s Wuxi fab, the mobile DRAM price downtrend eased. Mobile memory revenue reached US$3.3 billion in 3Q, a 14% QoQ increase. Mobile DRAM accounted for more than 30% of total DRAM revenue and will continue to rise as mobile shipments increase...

Global DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Notebook Computers , Smartphones +1

 PDF

According to DRAMeXchange, a division of global research firm TrendForce, initial DRAM price trend projections for the second half of 2013 were gloomy, but the September fire at SK Hynix’s Wuxi fab temporarily resulted in severe supply shortage. Spot prices increased by 40% with DDR3 2Gb hitting US$2, while contract price reached a high of US$34. However, as SK Hynix and Samsung both increased production in the wake of the fire, the price uptrend that resulted from the incident has already been suppressed, and the contract price trend is expected to stay flat or decrease slightly in the fourth quarter...

Server DIMM Price Nov. 2013

2013/11/28

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the November Server DIMM contract prices...

Specialty DRAM Price Nov. 2013

2013/11/28

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the Specialty DRAM prices...

DRAM Contract Price 1H Nov_2013...

2013/11/15

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the upcoming off peak quarter and underwhelming worldwide demand have made...

Mobile DRAM to Become Mainstream in 2014, Global Revenue Increases by 14 % in 3Q

2013/11/15

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the Q3 mobile DRAM shipments have risen by 11.2% QoQ to 250 million units. The growth is mainly attributable to the increased number of smartphones that were shipped during the third quarter...

Mobile DRAM to Become Mainstream in 2014, Global Revenue Increases by 14 % in 3Q

2013/11/15

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the Q3 mobile DRAM shipments have risen by 11.2% QoQ to 250 million units. The growth is mainly attributable to the increased number of smartphones that were shipped during the third quarter...

NAND Contract Price 1H Nov 2013

2013/11/14

NAND Flash

 PDF

According to DRAMeXchange, a research division of TrendForce, the 1HNov NAND Flash contract prices...

3Q13 Global DRAM Revenue Rises by 9%, Samsung Shows Most Noticeable Growth

2013/11/08

DRAM

 PDF

According to DRAMeXchange, a research division of TrendForce, the Q3 worldwide DRAM revenues showed a 9% QoQ increase despite the price growth in 3Q13 being slower than that of 1H13...