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【Market View】AI Demand Drives Rapid Growth in QLC Enterprise SSD Shipments for 2024, Says TrendForce
Published Apr.23 2024,14:07 PM (GMT+8)
North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers...
【Market View】Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce
Published Apr.16 2024,15:19 PM (GMT+8)
NVIDIA’s next-gen Blackwell platform, which includes B-series GPUs and integrates NVIDIA’s own Grace Arm CPU in models such as the GB200, represents a significant development...
【Market View】DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce
Published Apr.10 2024,15:31 PM (GMT+8)
Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions...
【Market View】U.S. Updates Advanced Semiconductor Ban, Actual Impact on the Industry Will Be Insignificant, Says TrendForce
Published Apr.09 2024,14:28 PM (GMT+8)
On March 29th, the United States announced another round of updates to its export controls, targeting advanced computing, supercomputers, semiconductor end-uses...
【Market View】Post-Earthquake Survey Update: Taiwan's Wafer Foundry and DRAM Production Unaffected, Says TrendForce
Published Apr.04 2024,05:56 AM (GMT+8)
TrendForce has provided an update on the dynamics of Taiwan's semiconductor factories following the earthquake on April 3rd. Most wafer foundries were situated in areas that experienced a Level 4 intensity shake....
【Market View】Minimal Initial Damage to DRAM and Foundry Production Lines Following Major Earthquake in Taiwan on April 3; Details of Losses Still Under Assessment, Says TrendForce
Published Apr.03 2024,09:40 AM (GMT+8)
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers...
【Market View】Q2 NAND Flash Contract Prices Expected to Rise by 13–18%, Enterprise SSDs to See Highest Increase, Says TrendForce
Published Mar.28 2024,15:42 PM (GMT+8)
TrendForce projects a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest...
【Market View】Suppliers Aim to Raise Contract Prices, But With Uncertain Demand, 2Q24 DRAM Price Increase Expected to Narrow to 3–8%, Says TrendForce
Published Mar.26 2024,14:11 PM (GMT+8)
TrendForce’s latest report reveals that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges...
【Market View】Kioxia and WD Elevate Capacity Utilization, Pushing NAND Flash Supply Growth to 10.9%, Says TrendForce
Published Mar.19 2024,15:48 PM (GMT+8)
TrendForce reports that anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimize losses and lower costs in hopes of returning to profitability this year...
【Market View】2024 HBM Supply Bit Growth Estimated to Reach 260%, Making Up 14% of DRAM Industry, Says TrendForce
Published Mar.18 2024,15:26 PM (GMT+8)
TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM...
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