The NAND Flash market remains under challenges, where Capex continues to prioritize on the constructions of AI servers, which help leveling orders of enterprise SSD...
TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...
On December 2, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced a new set of export control measures targeting China’s semiconductor industry. The key actions include....
According to the latest research by global market intelligence firm TrendForce, the peak season in the second half of the year and the launch of new flagship models by...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
According to the latest research by global market intelligence firm TrendForce, entering the second half of the year, which is the traditional peak season, smartphone production in the third quarter r...
As indicated by the survey of global market intelligence TrendForce, server DRAM exhibited two different price trends this month. DDR4, due to excessive inventory among channels...
According to the latest research by global market intelligence firm TrendForce, demand remains relatively weak for end products...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs have engaged in discussions regarding insufficient procurement quantities in October...
As indicated by the survey of global market intelligence firm TrendForce, wafer prices have dropped significantly in November compared to...
As indicated by the survey of global market intelligence firm TrendForce, the client SSD market that utilizes SLC as the buffer zone has been...
Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...
Negotiations for wafer contracts are currently underway having entered November, though suppliers, who are pressurized by both year-end sales and ascending inventory...
TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 p...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...
