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| Calculated in terms of KRW, Samsung foundry's 3Q22 revenue increased by 6.3% QoQ but, if converted and based on US$, 3Q22 revenue was... | |||
Analysts |
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Ken Kuo |
Joanne Chiao |
Eden Chung |
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Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...
Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...
Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...
Foundry ProjectlFoundry Project Quarterly Datasheet The industry’s latest market revenue updates, capacity utilization rates, and technological developments. Including the world’s major regions (China, US, Taiwan, Korea, Japan, etc.) and leading wafer manufacturers (including, but not limited to: TSMC, UMC, Samsung and SMIC etc.). Also provides you major foundry client’s wafer input in advanced technology process. lFoundry Project Biweekly Market Bulletin We will provide an update on each wafer manufacturers status on the biweekly basis lSpecial Report First-hand information for un-expecting issue and our point of view on the market news update. lAnalyst Consulting Service Members could schedule quarterly conference call with DRAMeXchange Analysts. lBusiness Visiting Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts. |
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Report Content:
First-hand information for un-expecting issue and our point of view on the market news update.
We will provide an update on each wafer manufacturers status on the biweekly basis
MLCC PackageAfter years of in-depth research on the markets for memory, semiconductor components, and optoelectronic products, the TrendForce research team is now extending its coverage to the market for multilayer ceramic capacitors (MLCCs). The end products and applications that support research in this field include smartphones, tablet, PCs (laptops), monitor, TVs, servers, gaming devices, automotive electronics, etc. Moreover, the depth of the research encompasses many levels. In addition to the price tracking and market analysis of MLCCs and production-related materials, TrendForce also closely studies the dynamics of the whole MLCC industry. This package provides companies in various sectors with vital data and insights so that they can fully grasp the major market trends and develop a more farsighted strategy with respect to product development, supply chain management, etc. |
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CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends and inventory statuses of production-related materials.
TrendForce provides biweekly reports that update its members on the latest developments in the MLCC market.
Regarding MLCC price information, TrendForce lists sizes, key commodity specs, and mainstream applications (smartphones, PCs/laptops, servers, gaming devices, and automotive electronics). Prices of MLCC products are constantly being tracked and updated on a monthly basis.
The report provides an analysis and explanation on the differences among MLCC suppliers with respect to the main data indicators as well as a forecast on the situation of the MLCC industry for the next quarter.
Mobile PackageMobile Package Service covers as below :
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Read a Sample Report: 20210120_164141_mobilepackage.zip |
Report Content:
Mobile DRAM Contract Price Quarterly Update; eMMC/UFS Contract Price Quarterly Update.
Quarterly Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Smartphone Market DecodeTrendForce, a global market intelligence firm for the technology sector, proudly presents “Smartphone Market Decode” – a quarterly research report that draws from the best resources and analyses from the company’s elite researchers. This work represents the synergy of the following teams under our wings: the Department of Semiconductor Research, the Department of Display Research, and the divisions at TRI for the study of advanced technologies. |
Update Frequency: Quarterly Format: PDF Read a Sample Report: 20200210_135838_smartphone market decode.zip |
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Server DRAM PackageServer DRAM Package Service covers as below :
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Read a Sample Report: 20210120_163945_serverdram.zip |
Report Content:
Quarterly Server DRAM latest market revenue/output update.
Monthly Server DRAM Contract Price update
Additional fee:
Single Purchase at USD 7,000/year
Additional fee at USD 3,500/year
(Upgrade from the Server DRAM Package)
Language:
English / Chinese / Simple Chinese
Format:
Frequency:
Thursday of the published week
Server Diamond DatasheetTrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
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Update Frequency: Quarterly Format: EXCEL Read a Sample Report: 20210331_100510_serverdiamonddatasheetsample.xlsx |
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Enterprise SSD PackageEnterprise SSD Package Service covers as below :
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Read a Sample Report: 20210120_164025_enteprisessd.zip |
Report Content:
Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers.
Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.
The Enterprise SSD contract prices are covering North America, Japan, Europe, and other markets and generally derived from the quarterly negotiations between enterprise SSD markets.
SSD PackageSSD Package Service covers as below :
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Read a Sample Report: 20210120_163824_ssdpackage.zip |
Report Content:
The worldwide PC-Client OEM SSD contract prices are generally derived from the quarterly negotiations between SSD suppliers and top tier OEM/ODMs.
WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan and EU.
SSD Datasheet provides you with latest SSD density and shipment forecast in PC, server, disk on module and MID market.
SLC NAND Flash DatasheetBesides the mainstream market segments, DRAMeXchange also provides price and supply/demand analyses for SLC solutions that belong to the more niche area of the NAND Flash market. |
Update Frequency: Quarterly Format: EXCEL Read a Sample Report: 20210120_164406_slcnandflashdatasheetsample.xlsx |
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NAND Flash Wafer Contract PriceNAND Flash Wafer Price Service covers as below :
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Format: PDF Read a Sample Report: 20210120_164557_trendforce-nandflashwafercontractpricesample.pdf |
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NAND Flash DiamondNAND Flash Diamond member will receive all data including NAND Flash Platinum membership coverage. NAND Flash Diamond Service covers as below :
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Read a Sample Report: 20210120_164923_nandflashplatinum.zip |
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NAND Flash PlatinumNAND Flash Platinum member will receive all data including Silver and Gold membership coverage. NAND Flash Platinum Service covers as below :
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Read a Sample Report: 20210120_165042_nandflashplatinum.zip |
Report Content:
Extra Report for NAND Flash
It only applies to the above NAND Flash Platinum members, a comprehensive market update on the Contract, Spot and the NAND Flash market momentum.
We also provide our point of view on the instant hot topic analysis on a weekly basis.
Consumer DRAM DatasheetConsumer DRAM Datasheet Service covers as below :
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Update Frequency: Quarterly Format: EXCEL Read a Sample Report: 20210120_164329_2021dramexchangemembershipintroductionkit.pdf |
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DRAM DiamondDRAM Diamond member will receive all data including DRAM Platinum membership coverage. DRAM Diamond Service covers as below :
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Read a Sample Report: 20210120_164958_dramplatinum.zip |
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DRAM PlatinumDRAM Platinum member will receive all data including Silver and Gold membership coverage. DRAM Platinum Service covers as below :
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Read a Sample Report: 20200210_114128_dram platinum.zip |
Report Content:
Extra Report for DRAM
DRAMeXchange offers an additional purchase which only applies to the above Platinum members, a longer-term projection extending into 2022 on Supply/Demand Section.
We also provide our Key Projections on Demand/Supply Bit Growth, Sufficiency and price on the quarterly basis.
*Please take noted that we only provide this report in English ONLY.
Service covers as below :
Supply Section
•Capacity –Limited Incremental Growth Persists in Each Quarter of 2022
•Capacity – Major Suppliers Continue to Convert Obsolete Capacity Away
•DDR5 Penetration – by Each Application in 2022
•DDR5 Penetration – Die Size Differences Between DDR5 and Current Ones
•2022 Geometry – Major Nodes Are Shifting to 1Znm and 1αnm Nanometers with EUV Involved
•Bit Growth Calculation – by Each Suppliers in 2022
•New Entrance – Update on Chinese Players
•New Entrance – Chinese Production and Market Share
•Supply Side Round Up
Demand Section
•Application Productions – Server Continues to be Consumption Drivers with Blooming New Applications
•Momentum among Contending Applications – Server/Automotive Show Strength
•Server CPU Platform Transition Drives DRAM Growth
•Demand Bit Growth – Comparison between Each Application
•Demand Side Round Up
Key Projections
•Over Time Demand/Supply Bit Growth and TrendForce’s Forecast
•Sufficiency – Tight Supply Expected in 2022
•Price Projection – Limited Supply Continues to Drive ASP to Increase
•Conclusions and Summaries
It only applies to the above DRAM Platinum members, a comprehensive market update on the Contract, Spot and the DRAM market momentum.
We also provide our point of view on the instant hot topic analysis on a weekly basis.
Memory DiamondMemory Diamond member will receive all data including Memory Platinum membership coverage. Memory Diamond Service covers as below :
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Read a Sample Report: 20210120_163739_memoryplatinum.zip |
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Memory PlatinumMemory Platinum members will receive all data including Silver and Gold membership coverage. Memory Platinum Service covers as below :
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Read a Sample Report: 20210120_164704_memoryplatinum.zip |
Report Content:
Extra Report for DRAM/NAND Flash
GoldGold membership is the value-added membership that advances from Silver membership, Gold membership will enjoy all Silver membership Package and other services as below :
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Format: PDF Read a Sample Report: 20210120_163043_gold.zip |
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SilverAs DRAMeXchange Silver Membership, you are allowed to assess our services below:
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Report Content:
Research Directory
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