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【Market View】Server DRAM Will Overtake Mobile DRAM in Supply in 2023 and Comprise 37.6% of Annual Total DRAM Bit Output, Says TrendForce
Published Feb.20 2023,16:19 PM (GMT+8)
Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products...
【Market View】MLCC Suppliers Will Focus R&D and Capacity Expansion Efforts on Automotive Offerings so as to Bolster Demand During 2023, Says TrendForce
Published Feb.14 2023,14:26 PM (GMT+8)
According to TrendForce’s recent analysis of the MLCC market, suppliers’ average book-to-bill (BB) ratio has risen slightly to 0.79 this February. The flow of orders has slowed down as seasonality affects the demand related to consumer electronics, data centers, and 5G network infrastructure....
【Market View】Projected YoY Growth Rate of Global Server Shipments for 2023 Has Been Lowered to 1.87% Due to North American Cloud Service Providers Cutting Demand, Says TrendForce
Published Jan.31 2023,15:51 PM (GMT+8)
Facing global economic headwinds, the four major North American cloud service providers (CSPs) have scaled back their server procurement quantities for 2023 and could make further downward corrections in the future...
【Market View】Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 Due to Slow Inventory Consumption and Falling Wafer Input from Customers, Says TrendForce
Published Jan.19 2023,09:49 AM (GMT+8)
TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes...
【Market View】QoQ Decline in DRAM ASP Will Moderate to Around 13~18% for 1Q23, but Slump Will Continue, Says TrendForce
Published Jan.09 2023,14:54 PM (GMT+8)
TrendForce’s latest analysis of the DRAM market finds that the inventory pressure on suppliers remain significant due to the persistently weak demand for consumer electronics...
【Market View】Production Capacity for Power Management ICs Will Grow by 4.7% YoY for 1H23 as Automotive Products Act as Solitary Demand Pillar, Says TrendForce
Published Jan.06 2023,04:29 AM (GMT+8)
The effect of the low season, the planned scale-back of capital expenditure on the part of enterprises, and the ongoing slump in the wider consumer electronics market are going to constrain the demand for power management ICs during 1H23. On the supply side...
【Market View】QoQ Decline in NAND Flash ASP Will Narrow to Around 10~15% as Suppliers’ Production Cuts Take Effect, Says TrendForce
Published Jan.05 2023,14:10 PM (GMT+8)
TrendForce’s latest analysis of the NAND Flash market finds that most suppliers have already started to scale back production. Due to this development...
【Market View】Estimated Shipments of iPhone 14 Devices in 2022 Have Been Lowered to 78.1 Million Units Due to Impact of COVID-19 Lockdown on Foxconn’s Base in Zhengzhou, Says TrendForce
Published Dec.28 2022,15:54 PM (GMT+8)
The operation of Foxconn’s major manufacturing base in the Chinese city of Zhengzhou has been affected by a local COVID-19 outbreak since this October...
【Market View】YoY Growth of NAND Flash Demand Bits Will Stay Under 30% from 2022 to 2025 as Demand Slows for PC Client SSDs, Says TrendForce
Published Dec.27 2022,15:06 PM (GMT+8)
Client SSDs constituted a major driver of demand bit growth in the NAND Flash market for the past two years...
【Market View】YMTC Could Abandon Market for 3D NAND Flash by 2024 Following US Government’s Decision to Place It on Entity List, Says TrendForce
Published Dec.16 2022,03:49 AM (GMT+8)
Global market intelligence firm TrendForce states that Chinese memory manufacturer YMTC is now at risk of exiting the market for 3D NAND Flash products by 2024 following its formal placement on the Entity List of the US Commerce Department on December 15...
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