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【Market View】AI Server and AI Notebook Hardware Upgrades Drive Demand for High-Capacitance MLCCs, Boosting Average Supplier Prices, Says TrendForce
Published Jul.10 2024,15:45 PM (GMT+8)
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...
【Market View】Demand from AMD and NVIDIA Drives FOPLP Development, Mass Production Expected in 2027–2028, Says TrendForce
Published Jul.03 2024,14:19 PM (GMT+8)
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...
【Market View】Upstream Supply Chain Replenishment and Increased Demand Drive Global Server Shipment Growth by 4–5% in Q3, Says TrendForce
Published Jul.01 2024,14:11 PM (GMT+8)
TrendForce reveals that although the overall environment this year has been impacted by AI budget constraints—leading to slower-than-expected growth for general...
【Market View】Q3 Contract Prices of NAND Flash Products Constrained by Increased Production and Lower End-User Demand; Estimated to Rise by 5–10%, Says TrendForce
Published Jun.28 2024,02:39 AM (GMT+8)
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...
【Market View】Demand for Servers to Support Second Half of the Year; DRAM Prices Expected to Increase by 8–13% in Q3, Says TrendForce
Published Jun.27 2024,05:53 AM (GMT+8)
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...
【Market View】CSPs to Expand into Edge AI, Driving Average NB DRAM Capacity Growth by at Least 7% in 2025, Says TrendForce
Published Jun.25 2024,14:48 PM (GMT+8)
TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers...
【Market View】ST Maintains Top Spot with 32.6% Market, onsemi Rises to Second Place in 2023 Revenue Ranking for SiC Power Devices, Says TrendForce
Published Jun.20 2024,15:44 PM (GMT+8)
TrendForce reports that the SiC power devices industry maintained strong growth in 2023, driven by the application of BEVs. The top five suppliers accounted for approximately 91.9% of total revenue...
【Market View】Foundry Market Shows Mixed Conditions with Price Adjustments for Specific Chinese Processes and Anticipated Price Increases for Taiwanese Advanced Processes, Says TrendForce
Published Jun.19 2024,13:46 PM (GMT+8)
TrendForce reports that mid-year trends such as China’s 618 sales festival, the launch of new smartphones in 2H24, and the anticipated holiday sales season have driven inventory replenishment in the supply chain...
【Market View】Q1 Smartphone Production Increases Due to Low Base Last Year, Expected to Decline 5–10% in Q2, Says TrendForce
Published Jun.14 2024,14:29 PM (GMT+8)
TrendForce reports that suppliers significantly reduced production targets in the first quarter of last year to address severe inventory accumulation in channels...
【Market View】Contract Price Increases Offset Seasonal Slump, Boosting DRAM Q1 Revenue by 5.1%, Says TrendForce
Published Jun.13 2024,02:17 AM (GMT+8)
TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter...
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