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【Market View】Annual Growth of Server Shipments Forecast to Ebb to 3.7% in 2023, Annual Growth Rate of Average Installed Server DRAM Content to Likewise Slow, Says TrendForce
Published Oct.18 2022,14:33 PM (GMT+8)
According to the latest TrendForce research, pandemic-induced materials shortages abated in the second half of this year and the supply and delivery of short-term materials has recovered significantly...
【Market View】SSD Shipments through Global Distribution Channels Reached 127 Million Units in 2021, Up 11% YoY, Says TrendForce
Published Oct.13 2022,14:58 PM (GMT+8)
Affected by tight wafer supply, lead time for SSD controller IC and PMIC components was prolonged to 32 weeks in 2021. All controller IC suppliers generally give priority to supplying NAND Flash manufacturers...
【Market View】US Department of Commerce Strengthens Restrictions on China, Future Chinese Server Demand May Face Negative Growth, Says TrendForce
Published Oct.12 2022,17:12 PM (GMT+8)
Current U.S. sanctions on China have extended their reach to strike at HPC and sectors such as aerospace, automotive market, and military industry...
【Market View】Memory Manufacturers Focus on CXL Memory Expander Products to Surmount AI/ML Server DRAM Hardware Limitations, Says TrendForce
Published Oct.11 2022,15:21 PM (GMT+8)
According to TrendForce's latest server-related report, the original goal of CXL (Compute Express Link) was to integrate performance between various xPUs and thereby optimize hardware costs required for AI and HPC...
【Market View】U.S. Department of Commerce Again Imposes Restrictions on China, Expanding Scope of Sanctions from Logic ICs to Memory Sector, Says TrendForce
Published Oct.08 2022,17:00 PM (GMT+8)
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. ...
【Market View】Supply-side Inventory Proves Difficult to Dump as Demand Weakens Rapidly, Memory Manufacturers Initiate Rare Production Reduction, Says TrendForce
Published Oct.03 2022,16:27 PM (GMT+8)
According to a TrendForce investigations, memory pricing began to decline from 4Q21 due to weakening demand for certain consumer electronics. Coupled with the impact of rising inflation...
【Market View】Consumer Terminals Market Reverses as Tide of Shortages Recedes, 2Q22 Output Value Growth at Top 10 Foundries Falls to 3.9% QoQ, Says TrendForce
Published Sep.27 2022,14:40 PM (GMT+8)
According to TrendForce research, due to steady weakening of overall demand for consumer electronics, inventory pressure has increased among downstream distributors and brands...
【Market View】Supplier Pricing Clash Crashes Prices to Reduce Inventory, NAND Flash Pricing Forecast to Drop by 15~20% in 4Q22, Says TrendForce
Published Sep.26 2022,14:50 PM (GMT+8)
According to TrendForce research, NAND Flash is currently oversupplied. Buyers started focusing on destocking and greatly reducing purchases in 2H22 while sellers began offering rock-bottom prices to shore up purchase orders...
【Market View】Consumer Demand Remains Stagnant, Supply Chain Inventories Remain High, DRAM Q4 Price Drop to Expanded to 13~18%, Says TrendForce
Published Sep.22 2022,17:03 PM (GMT+8)
According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline...
【Market View】Impact of Earthquake on Production Status of Taiwan's Semiconductor and Panel Industries Limited, Says TrendForce
Published Sep.19 2022,17:24 PM (GMT+8)
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon...
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