Research Reports


Semiconductors


NAND Flash Market Bulletin_20230726

2023/07/26

NAND Flash

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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

2023/07/25

AI Server/HBM/Server

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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...

[Update] HBM3 and HBM3e to Become Market Mainstream in 2024 as AI Accelerators Advance in Demand

2023/07/25

DRAM , AI Server/HBM/Server

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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...

MLCC Market Bulletin_20230721

2023/07/21

MLCC

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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 mainstream consumer electronics such as smartphones and notebook computers...

DRAM Market Bulletin_20230719

2023/07/19

DRAM

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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...

NAND Flash Market Bulletin_20230719

2023/07/19

NAND Flash

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Suppliers are exhibiting clear intentions in safeguarding the bottom line of their prices amidst the successive release of quotations for 3Q23 contract prices...

Foundry Market Bulletin_20230717

2023/07/17

Wafer Foundries

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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's Analysis Report on the 2023 Global GaN Power Device Market

2023/07/17

Compound Semiconductor

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1. Overview of Industry for GaN Power Devices
2. Analysis of Market for GaN Substrates/Epi-Wafers
3. Analysis of Market for GaN Power Devices
4. Analysis on Application Scenarios for GaN Power Devices
5. Analysis on Major Suppliers

Server Market Bulletin_20230713

2023/07/13

DRAM , AI Server/HBM/Server

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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 buyers...

DRAM Market Bulletin_20230712

2023/07/12

DRAM

 PDF

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...