Research Reports


Semiconductors Research Reports


NAND Flash Market Bulletin_20210526

2021/05/26

NAND Flash

 PDF

A segment of the purchase end has started to discuss on the demand of 3Q21 and implement the preliminary price negotiation with suppliers...

DRAM Market Bulletin_20210526

2021/05/26

DRAM

 PDF

TrendForce maintains the view that contract prices that were arranged in April will...

Foundry Revenue Broke Records for Three Quarters Straight Due to Undersupply and Rising Prices; 2Q21 Could See New High

2021/05/25

Wafer Foundries

 PDF

TrendForce’s latest analysis of the foundry market finds that the quarterly total revenue of the top 10 foundries rose by 0.8% QoQ to a new record high of...

DRAM Industry Analysis-2Q21

2021/05/25

DRAM

 PDF

The demand for DRAM was even more compelling in 1Q21 primarily owing to three major dynamics, which are 1) the new norm of telecommuting and distance learning derived since the outbreak of the COVID-19 pandemic that resulted in an obstinately high demand dynamics for notebooks...

Pandemic-Induced Cloud Migration Dynamics in Asia Pacific May Alleviate Inventory Gap of Server Supply Chain

2021/05/20

DRAM , NAND Flash , AI Server/HBM/Server +1

 PDF

The COVID-19 pandemic had decelerated the global economic development over the past year, yet expedited on the progress of enterprise cloud migration. Businesses, regardless of scales...

Suppliers Sustained 12.4% QoQ Drop in Enterprise SSD Revenue in 1Q21 Owing to Incomprehensive Recovery in Demand

2021/05/19

NAND Flash , AI Server/HBM/Server

 PDF

The COVID-19 pandemic had ascended cloud services last year, and magnified the purchase volume of enterprise SSD...

Global NAND Flash Revenue Rose by 5.1% QoQ for 1Q21 as Demand for NBs and Smartphones Exceeded Expectations

2021/05/19

NAND Flash

 PDF

According to TrendForce’s analysis of the NAND Flash market for 1Q21, transaction prices for quarterly contracts still mostly showed a QoQ drop because...

DRAM Market Bulletin_20210519

2021/05/19

DRAM

 PDF

It is now May, and contract prices have generally held steady from April as they have not changed since the completions of quarterly deals...

NAND Flash Market Bulletin_20210519

2021/05/19

NAND Flash

 PDF

Wafer capacity remains constrained, and the stocking dynamics of module makers are also suppressed as suppliers of SSD controller IC are first fulfilling the orders of PC OEMs and NAND Flash suppliers...

Revenue and Market Shares of Mobile DRAM to Grow Again in 2Q21 Owing to ASP Increases

2021/05/19

DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the smartphone industry remains on the same stocking intensity to that of 4Q20 under the expected release of Huawei’s market shares...

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