Research Reports


Semiconductors


NAND Flash Industry Analysis-2Q23

2023/06/12

NAND Flash

 PDF

Brief summary on 2Q23 NAND Flash market: businesses have been confined in CapEx under the high inflation and climbing interest rate...

Server Market Bulletin_20230608

2023/06/08

DRAM , AI Server/HBM/Server

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This issue of Bulletin, after a survey on the supply chain, is adhering to a YoY depletion of 5.2% for the forecast on the server market this year...

Total Revenue of Top 10 Foundries Fell by Nearly 20% QoQ for 1Q23 Because Demand for End Products Was Weak and Low Season Exacerbated Situation

2023/06/06

Wafer Foundries

 PDF

According to global market intelligence firm TrendForce, a combination of several factors negatively affected the demand for electronics and OEMs’ efforts in adjusting their inventories during 1Q23...

Foundry Market Bulletin_20230605

2023/06/05

Wafer Foundries

 PDF

Samsung Device Solutions (DS) is divided into four divisions, including Memory, System LSI, Foundry, and Advanced Package (AVP)...

Mobile DRAM Industry Analysis-2Q23

2023/06/02

DRAM , Smartphones

 PDF

Looking back at 1Q23, the smartphone market had not manifested signs of sale rebounds since China’s mitigation on pandemic-prevention measures in December last...

Latest Investigation on Power Outage at STSP on June 1st Finds No Significant Operational Impact on TSMC and UMC

2023/06/02

Wafer Foundries

 PDF

According to global market intelligence firm TrendForce, the Southern Taiwan Science Park (STSP) experienced a power outage and voltage drop around 3:00 pm on June 1st...

Latest Investigation on Power Outage at STSP on June 1st Finds No Significant Operational Impact on TSMC and UMC

2023/06/02

Wafer Foundries

 PDF

According to global market intelligence firm TrendForce, the Southern Taiwan Science Park (STSP) experienced a power outage and voltage drop around 3:00 pm on June 1st...

NVIDIA Unveils Total Solution DGX GH200 That Combines In-House Arm CPU and GPUs; Company Will Again Aggressively Expand into AI Cloud Market in the Future

2023/06/01

DRAM , AI Server/HBM/Server

 PDF

TrendForce has observed that the leading AI solution developer NVIDIA has provided several noteworthy highlights at COMPUTEX 2023...

Server DRAM Industry Analysis-2Q23

2023/05/31

DRAM , AI Server/HBM/Server

 PDF

In 1Q23, the global economy was still affected by continuing inflation; and the server market, which had previously been relatively robust...

DRAM Industry Analysis-2Q23

2023/05/31

DRAM

 PDF

As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2% that marked three consecutive quarters of reduction in revenue at more than 20%...