Research Reports


Semiconductors Research Reports


Specialty DRAM Price Sep. 2021

2021/09/30

DRAM

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As indicated by the survey of global market intelligence firm TrendForce, the intensity of inventory pull from the buyers has significantly shrunken amidst the conservatizing sentiment of the DRAM market...

MLCC Price Sep. 2021

2021/09/30

MLCC

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The Delta variant of the COVID virus has ravaged Asia, with confirmed cases in Japan and Southeast Asian countries continually on the rise. Japanese company Murata made an emergency announcement on August 24th, declaring a week of shutdown for its Takefu plant in Fukui until August 31st...

DRAM Market Bulletin_20210929

2021/09/29

DRAM

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DRAM suppliers and customers in the contract market have shifted their focus to the next quarterly deals, so DRAM contract prices have held relatively steady through September...

NAND Flash Market Bulletin_20210929

2021/09/29

NAND Flash

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The demand for consumer electronics remained sluggish in September with the arrival of the end of the financial report quarter for most NAND Flash suppliers...

China’s Dual Control Policy that Extends PCB Purchases and Server Production Schedule May Impact 4Q21 Shipment

2021/09/27

DRAM , AI Server/HBM/Server

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As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...

Foundry Market Bulletin_20210927

2021/09/27

Wafer Foundries

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Regarding TSMC’s development of the 3nm node...

NAND Flash Prices Will Enter Cyclical Downturn in 2022 Due to Modest Demand Growth and Competition for Higher-Layer NAND

2021/09/16

NAND Flash

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It is now the first half of September, and TrendForce’s latest survey of the NAND Flash market finds that suppliers are already in discussions with customers about the demand projection for 4Q21...

Memory Prices to Deplete in 4Q21 amidst High Inventory of Buyers and Pandemic-Induced Chaotic Supply Chain

2021/09/15

DRAM , NAND Flash , AI Server/HBM/Server

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As indicated by the latest survey of global market intelligence firm TrendForce, the sufficiency ratio of DRAM is about to elevate in 4Q21 after the peak production season of various end products that was 3Q21...

MLCC Market Bulletin_20210915

2021/09/15

MLCC

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The rampage of COVID-19 variants has disrupted electronic component manufacturing in Southeast Asia. Apart from IC supply shortage in the third quarter, ODMs also needed to face escalating inventory levels and sluggish end-market demand...

Drastic Declination in 3Q21 Server Shipment of Huawei May Reshuffle Chinese Market’s Competition Structure

2021/09/15

DRAM , AI Server/HBM/Server

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As indicated by the survey of global market intelligence firm TrendForce, Huawei has been included in the Entity List successively since the trade conflict between China and the US that started from 2019...

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