Research Reports


Semiconductors Research Reports


Delayed Resumption at Samsung’s Texas Fab Will Impair Production of 5G Smartphones and Client SSDs for 2Q21

2021/03/11

Wafer Foundries , Smartphones

 PDF

As indicated by the survey of TrendForce, the Line S2 fab of Samsung in Austin, Texas has sustained a power interruption...

Delayed Resumption at Samsung’s Texas Fab Will Impair Production of 5G Smartphones and Client SSDs for 2Q21

2021/03/11

Wafer Foundries , Smartphones

 PDF

As indicated by the survey of TrendForce, the Line S2 fab of Samsung in Austin, Texas has sustained a power interruption...

Intel Still Has Absolute Lead in Server CPUs, but AMD Is Gaining Slightly While Future Is Bright for ARM

2021/03/10

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the x86-based server remained as...

Intel Still Has Absolute Lead in Server CPUs, but AMD Is Gaining Slightly While Future Is Bright for ARM

2021/03/10

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

As indicated by the latest survey of global market intelligence firm TrendForce, the x86-based server remained as...

Memory Price Forecast for 2Q21 Shows Large Hikes for DRAM Contract Prices and an Easing of NAND Flash Oversupply

2021/03/10

DRAM , NAND Flash , AI Server/HBM/Server

 PDF

TrendForce in its latest analysis of memory prices reiterates that the DRAM market has formally entered a new cycle of rising prices...

NAND Flash Market Bulletin_20210310

2021/03/10

NAND Flash

 PDF

Having entered the negotiation period for the contract prices of SSD in 2Q21, the supply of SSD controller IC is becoming constrained...

DRAM Market Bulletin_20210310

2021/03/10

DRAM

 PDF

Although March is not the first month of a quarter, the consensus in the market is that prices will continue...

Prices of Client SSDs for NBs Will Rebound as Samsung Austin Experiences Delay in Resuming Full Operation

2021/03/08

NAND Flash , AI Server/HBM/Server

 PDF

Samsung’s semiconductor plant in Austin, Texas (here referred as Samsung Austin) was affected operationally by a severe winter storm that blanketed the entire state in mid-February...

Prices of Client SSDs for NBs Will Rebound as Samsung Austin Experiences Delay in Resuming Full Operation

2021/03/08

NAND Flash , AI Server/HBM/Server

 PDF

Samsung’s semiconductor plant in Austin, Texas (here referred as Samsung Austin) was affected operationally by a severe winter storm that blanketed the entire state in mid-February...

NAND Flash Industry Analysis-1Q21

2021/03/08

NAND Flash , Notebook Computers , Smartphones +1

 PDF

An overview of the developments in the NAND Flash market during 1Q21 is as follow: The clients in the server and data center segments have restarted procurement of components, but their demand is still relatively weak....

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