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Memory Industry Revenue Expected to Reach Record High in 2025 Due to Increasing Average Prices and the Rise of HBM and QLC, Says TrendForce

2024/07/22

Semiconductors

TrendForce’s latest report on the memory industry reveals that DRAM and NAND Flash revenues are expected to see significant increases of 75% and 77%, respectively, in 2024, driven by increased bit demand, an improved supply-demand structure, and the rise of high-value products like HBM.

Press Releases
Global AI Server Demand Surge Expected to Drive 2024 Market Value to US$187 Billion; Represents 65% of Server Market, Says TrendForce

2024/07/17

Semiconductors

TrendForce’s latest industry report on AI servers reveals that high demand for advanced AI servers from major CSPs and brand clients is expected to continue in 2024. Meanwhile, TSMC, SK hynix, Samsung, and Micron’s gradual production expansion has significantly eased shortages in 2Q24. Consequently, the lead time for NVIDIA’s flagship H100 solution has decreased from the previous 40–50 weeks to less than 16 weeks.

Press Releases
AI Server and AI Notebook Hardware Upgrades Drive Demand for High-Capacitance MLCCs, Boosting Average Supplier Prices, Says TrendForce

2024/07/10

Semiconductors

The AI hardware boom is in full swing: TrendForce reports that the first half of this year witnessed a robust increase in AI server orders. Looking ahead, the latter half of the year promises more to come as NVIDIA’s Blackwell GB200 servers and WoA AI-powered notebooks hit mass production and begin shipping in Q3. This surge is driving ODMs to ramp up their inventory procurement and setting the stage for a spike in orders and shipments of high-capacitance MLCCs. The outcome is a welcome stabilization of market prices and a notable uptick in ASP for suppliers.

Press Releases
EU Tariffs Act as Catalyst, Chinese Automakers to Accelerate Launch of 14 New Overseas Plants, Says TrendForce

2024/07/09

Emerging Technologies

The EU has initiated provisional countervailing duties on Chinese-made BEVs as of July 4, 2024. While new tariff percentages have been announced, they show minimal change from the rates published on June 12. The tariffs include 17.4% for BYD, 19.9% for Geely, and 37.6% for SAIC. Additionally, automakers identified as cooperating with the investigation but not sampled will face a 20.8% tariff—affecting a total of 13 companies—while other automakers not listed will be subject to a 37.6% tariff.

Press Releases
June Lithium Prices Hit New Low for the Year; Cell Prices Still Facing Downward Pressure, Says TrendForce

2024/07/08

Energy

TrendForce reports that June saw a significant drop in lithium prices due to a focus on inventory reduction in the downstream battery sector. Weak demand for lithium salts and sluggish shipments of lithium carbonate—compounded by short-term oversupply—drove lithium carbonate prices to a new low for the year. Prices fell from over CNY 100,000 per ton last month to the range of CNY 90,000 per ton.

Press Releases
Demand from AMD and NVIDIA Drives FOPLP Development, Mass Production Expected in 2027–2028, Says TrendForce

2024/07/03

Semiconductors

In 2016, TSMC developed and named its InFO FOWLP technology, and applied it to the A10 processor used in the iPhone 7. TrendForce points out that since then, OSAT providers have been striving to develop FOWLP and FOPLP technologies to offer more cost-effective packaging solutions.

Press Releases
Upstream Supply Chain Replenishment and Increased Demand Drive Global Server Shipment Growth by 4–5% in Q3, Says TrendForce

2024/07/01

Semiconductors

TrendForce reveals that although the overall environment this year has been impacted by AI budget constraints—leading to slower-than-expected growth for general—recent procurement strength for related components such as BMCs and new CPUs indicates an improving trend for new server platforms among OEMs and CSPs. Additionally, surveys of ODM supply chains reveal that server shipments, after a seasonal dip in the first quarter, are expected to show sequential growth in the second and third quarters.

Press Releases
Q3 Contract Prices of NAND Flash Products Constrained by Increased Production and Lower End-User Demand; Estimated to Rise by 5–10%, Says TrendForce

2024/06/28

Semiconductors

TrendForce reports that while the enterprise sector continues to invest in server infrastructure—especially with the rising adoption of AI driving demand for enterprise SSDs—the consumer electronics market remains lackluster. This, combined with NAND suppliers aggressively ramping up production in the second half of the year, is expected to push the NAND Flash sufficiency ratio up to 2.3% in the third quarter, curbing the blended price hike to a modest 5–10%.

Press Releases
Demand for Servers to Support Second Half of the Year; DRAM Prices Expected to Increase by 8–13% in Q3, Says TrendForce

2024/06/27

Semiconductors

TrendForce reports that a recovery in demand for general servers—coupled with an increased production share of HBM by DRAM suppliers—has led suppliers to maintain their stance on hiking prices. As a result, the ASP of DRAM in the third quarter is expected to continue rising, with an anticipated increase of 8–13%. The price of conventional DRAM is expected to rise by 5–10%, showing a slight contraction compared to the increase in the second quarter.

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