Research Reports


Semiconductors Research Reports


Cluster Infection at KYEC May Impact Smartphone Chipset Supply

2021/06/07

Wafer Foundries , Smartphones

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the recent cluster infection of coronavirus at the Zhunan fab of global backend testing leader KYEC in Miaoli continues to enlarge...

Cluster Infection at KYEC May Impact Smartphone Chipset Supply

2021/06/07

Wafer Foundries

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the recent cluster infection of coronavirus at the Zhunan fab of global backend testing leader KYEC in Miaoli continues to enlarge...

Memory Prices Will Continue to Rise in 3Q21 as Suppliers Keep a Low Level of Inventory

2021/06/02

DRAM , NAND Flash

 PDF

The latest research by global market intelligence firm TrendForce finds that memory suppliers are holding a relatively low level of inventory because of energetic stock-up activities of clients across different application segments during this first half of 2021...

DRAM Market Bulletin_20210602

2021/06/02

DRAM

 PDF

Clients in different application segments did not release noticeable amounts of upside demand in May...

NAND Flash Market Bulletin_20210602

2021/06/02

NAND Flash

 PDF

The Chia cryptocurrency issued in mid-April that stimulated an increase in the demand for large density SSD has countervailed the sluggish stocking dynamics derived from the previous shortage in VGA cards...

Malaysia's MCO 3.0 Will Not Affect OSAT Lines but Could Again Trigger Component Shortages

2021/06/01

Wafer Foundries

 PDF

The Government of Malaysia has announced the extension of the Movement Control Order (MCO) 3.0 by two more weeks to June 14th in the face of the daily diagnosed cases now exceeding 9000...

Mobile DRAM Industry Analysis-2Q21

2021/06/01

DRAM , Smartphones

 PDF

With the arrivals of different COVID-19 vaccines, the annual global smartphone production is forecasted to return to the pre-pandemic level of above 1.3 billion units for 2021...

NAND Flash Industry Analysis-2Q21

2021/05/31

NAND Flash , Notebook Computers , Smartphones +1

 PDF

An overview of the developments in the NAND Flash market during 2Q21 is as follow: The recent wave of COVID-19 outbreaks in India has weakened the stock-up demand from smartphone brands...

Contract Prices of Enterprise SSDs to Show Higher-Than-Expected QoQ Hike of Over 10% Due to Growing Procurement Capacity

2021/05/31

NAND Flash , AI Server/HBM/Server

 PDF

The latest research by global market intelligence firm TrendForce finds that enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21...

Foundry Market Bulletin_20210531

2021/05/31

Wafer Foundries

 PDF

Regarding the capacity expansion of TSMC’s Fab16 in Nanjing, TSMC held a special Board of Directors meeting on April 22...

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