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【Market View】NAND Flash Contract Prices Forecast to Rise 15–20% in 1Q24 Thanks to Supplier-Led Pricing, Says TrendForce
Published Jan.09 2024,14:22 PM (GMT+8)
TrendForce research indicates that despite facing a traditional low-demand season, buyers are continuing to increase their purchases of NAND Flash products to establish safe inventory levels...
【Market View】DRAM Contract Prices Projected to Increase 13-18% in 1Q24 as Price Surge Continues, Says TrendForce
Published Jan.08 2024,15:25 PM (GMT+8)
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge...
【Market View】Earthquake Temporarily Halts Silicon Wafer, MLCC, and Semiconductor Facilitie sin Japan, Impact Expected to be Controllable, Says TrendForce
Published Jan.02 2024,18:17 PM (GMT+8)
TrendForce’s investigation into the impact of the recent strong earthquake in the Noto region of Ishikawa Prefecture, Japan, reveals that several key semiconductor-related facilities...
【Market View】Top Ten IC Design Houses Ride Wave of Seasonal Consumer Demand and Continued AI Boom to See 17.8% Increase in Quarterly Revenue in 3Q23, Says TrendForce
Published Dec.20 2023,02:20 AM (GMT+8)
TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking US$44.7 billion...
【Market View】Mobile DRAM and eMMC/UFS Prices to Surge 18–23% in 1Q24 as Smartphone Brands Continue Stockpiling, Says TrendForce
Published Dec.19 2023,13:39 PM (GMT+8)
TrendForce predicts a significant rise in mobile DRAM and NAND Flash (eMMC/UFS) prices for the first quarter of 2024, with an expected seasonal increase of 18–23%...
【Market View】China and US Bolster Semiconductor Independence as Taiwan’s Foundry Capacity Share Projected to Decline to 41% by 2027, Says TrendForce
Published Dec.14 2023,13:36 PM (GMT+8)
TrendForce’s latest findings reveal that as of 2023, Taiwan holds approximately 46% of global semiconductor foundry capacity, followed by China (26%)...
【Market View】China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained, Says TrendForce
Published Dec.11 2023,13:40 PM (GMT+8)
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilized not only in Huawei's public cloud infrastructure...
【Market View】Enterprise SSD Revenue Grows by 4.2% in 3Q23, with Over 20% Increase Expected in Q4, Says TrendForce
Published Dec.08 2023,17:22 PM (GMT+8)
TrendForce reports that with the ongoing reduction of inventories by CSPs, there has been an uptick in enterprise SSD purchases by server OEMs in 4Q23...
【Market View】Smartphone Demand Rebounds in 2H23, Q3 Production Rises 13% with Continued Growth Expected in Q4, Says TrendForce
Published Dec.07 2023,13:50 PM (GMT+8)
TrendForce reports that smartphone production—fueled by reduced channel inventories and spikes in seasonal demand—saw a significant uptick in 3Q23...
【Market View】Top 10 Foundries Experience 7.9% QoQ Growth in 3Q23, with a Continued Upward Trend Predicted for Q4, Says TrendForce
Published Dec.06 2023,13:59 PM (GMT+8)
TrendForce’s research indicates a dynamic third quarter for the global foundry industry, marked by an uptick in urgent orders for smartphone and notebook components...
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