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【Market View】Reports Indicate TSMC to Tighten Scrutiny on Chinese AI Chip Clients; Potential Revenue Impact Between 5% to 8%, Says TrendForce
Published Nov.11 2024,16:16 PM (GMT+8)
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes...
【Market View】Weak Consumer Demand Leads to 28% Decline in DRAM Module Revenue in 2023, Says TrendForce
Published Nov.07 2024,22:04 PM (GMT+8)
TrendForce’s latest analysis reveals that the global revenue for the DRAM module market reached US$12.5 billion in 2023—a YoY decline of 28%...
【Market View】DRAM Suppliers Must Carefully Plan Capacity to Maintain Profitability Amid Rising Bit Output in 2025, Says TrendForce
Published Nov.06 2024,19:00 PM (GMT+8)
The DRAM industry experienced inventory reductions and price recovery in the first three quarters of 2024; however, pricing momentum is expected to...
【Market View】HBM5 20hi Stack to Adopt Hybrid Bonding Technology, Potentially Transforming Business Models, Says TrendForce
Published Oct.30 2024,15:05 PM (GMT+8)
TrendForce reports that the focus on HBM products in the DRAM industry is increasingly turning attention toward advanced packaging technologies like hybrid bonding...
【Market View】Mature Process Capacity to Grow 6% in 2025; Chinese Foundries Lead Expansion, Says TrendForce
Published Oct.24 2024,15:08 PM (GMT+8)
The latest investigations by TrendForce reveal that Chinese foundries are set to drive the bulk of mature process capacity growth in 2025...
【Market View】Global Top 5 SSD Module Makers Continue to Gain Market Share; Chinese Brands Leverage Home Advantage, Says TrendForce
Published Oct.23 2024,04:14 AM (GMT+8)
TrendForce’s latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023...
【Market View】NVIDIA Renames Blackwell Ultra to B300 Series; CoWoS-L Expected to See Growth by 2025, Says TrendForce
Published Oct.22 2024,14:56 PM (GMT+8)
TrendForce reports that NVIDIA has recently rebranded all its Blackwell Ultra products to the B300 series. Looking ahead to 2025...
【Market View】Increased Production and Weakened Demand to Drive NAND Flash Prices Down 3–8% in 4Q24, Says TrendForce
Published Oct.15 2024,14:24 PM (GMT+8)
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024...
【Market View】Buyers Focus on Inventory Reduction; Slowing Demand Growth Constrains Q4 Memory Price Increases, Says TrendForce
Published Oct.09 2024,17:04 PM (GMT+8)
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand...
【Market View】ODMs Slow Stocking; 4Q24 MLCC Shipments Expected to Decline by 3.6%, Says TrendForce
Published Oct.08 2024,15:40 PM (GMT+8)
TrendForce’s latest findings show that recent economic data points to a steady cooling of inflation in the US market...
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