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【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...
【Market View】NAND Flash Industry Revenue Grows 2.9% in 3Q23, Expected to Surge Over 20% in Q4, Says TrendForce
Published Dec.05 2023,15:03 PM (GMT+8)
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production...
【Market View】Contract Prices Bottom Out in Q3, Reigniting Buyer Momentum and Boosting DRAM Revenue by Nearly 20%, Says TrendForce
Published Dec.04 2023,05:19 AM (GMT+8)
TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to US$13.48 billion...
【Market View】Manufacturers Anticipate Completion of NVIDIA’s HBM3e Verification by 1Q24; HBM4 Expected to Launch in 2026, Says TrendForce
Published Nov.27 2023,14:02 PM (GMT+8)
TrendForce’s latest research into the HBM market indicates that NVIDIA plans to diversify its HBM suppliers for more robust and efficient supply chain management...
【Market View】NVIDIA Experiences Strong Cloud AI Demand but Faces Challenges in China, with High-End AI Server Shipments Expected to Be Below 4% in 2024, Says TrendForce
Published Nov.23 2023,18:00 PM (GMT+8)
NVIDIA’s most recent FY3Q24 financial reports reveal record-high revenue coming from its data center segment, driven by escalating demand for AI servers from major North American CSPs...
【Market View】Modest Growth for Global MLCC Market Predicted with a 3% Increase Projected in 2024, Says TrendForce
Published Nov.14 2023,02:43 AM (GMT+8)
TrendForce reports that global demand for MLCCs is set to experience a period of slow growth from 2023 to 2024. With limited opportunities for industry growth, the demand for MLCCs in 2023 is estimated to be around 4.193 trillion units, with a modest annual growth rate of about 3%...
【Market View】Global SSD Shipments Down 10.7% YoY to 114 Million Units in 2022, Says TrendForce
Published Nov.07 2023,15:07 PM (GMT+8)
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021...
【Market View】Japan Flexes Its Advantages in Semiconductor Upstream Equipment and Raw Materials, and Unveils Strategic Progress of Key Players in Kyushu, Tohoku, and Hokkaido, Says TrendForce
Published Oct.31 2023,18:17 PM (GMT+8)
In the face of unceasing geopolitical upheavals in recent years, nations worldwide are striving to cultivate homegrown semiconductor supply chains and fortify the stability of their industrial supply dynamics...
【Market View】Q4 Mobile DRAM and NAND Flash Contract Prices Forecast to Rise, Upward Trend May Continue into 1Q24, Says TrendForce
Published Oct.26 2023,10:28 AM (GMT+8)
TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all—NAND Flash is also joining the party...
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