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【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...
【Market View】HBM3 Initially Exclusively Supplied by SK Hynix, Samsung Rallies Fast After AMD Validation, Says TrendForce
Published Mar.13 2024,14:40 PM (GMT+8)
TrendForce highlights the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3. NVIDIA’s upcoming B100 or H200 models will incorporate advanced HBM3e...
【Market View】Global Top 10 Foundries Q4 Revenue Up 7.9%, Annual Total Hits US$111.54 Billion in 2023, Says TrendForce
Published Mar.12 2024,16:01 PM (GMT+8)
The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching $30.49 billion...
【Market View】Global Quarterly Smartphone Production Jumps 12.1% in 4Q23; Annual Total Drops 2.1% Down to 1.166 Billion Units, Says TrendForce
Published Mar.11 2024,17:53 PM (GMT+8)
TrendForce’s latest insights reveal a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge...
【Market View】Enterprise SSD Industry Hits US$23.1 Billion in Revenue in 4Q23, Growth Trend to Continue into Q1 This Year, Says TrendForce
Published Mar.07 2024,13:53 PM (GMT+8)
The third quarter of 2023 witnessed suppliers dramatically cutting production, which underpinned enterprise SSD prices. The fourth quarter saw a resurgence in contract prices...
【Market View】NAND Flash Industry Revenue Grows 24.5% in Q4 2023, Expected to Increase Another 20% in Q1, Says TrendForce
Published Mar.06 2024,16:06 PM (GMT+8)
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting US$11.49 billion in 4Q23. This surge is attributed to a stabilization in end-demand spurred by...
【Market View】DRAM Industry Sees Nearly 30% Revenue Growth in 4Q23 Due to Rising Prices and Volume, Says TrendForce
Published Mar.05 2024,17:20 PM (GMT+8)
TrendForce reports a 29.6% QoQ in DRAM industry revenue for 4Q23, reaching US$17.46 billion, propelled by revitalized stockpiling efforts and strategic production control by leading manufacturers...
【Market View】Global Server Shipments Expected to Increase by 2.05% in 2024, with AI Servers Accounting For Around 12.1%, Says TrendForce
Published Feb.29 2024,17:03 PM (GMT+8)
TrendForce underscores that the primary momentum for server shipments this year remains with American CSPs. However, due to persistently high inflation...
【Market View】High-End AI Server Demand from North America’s Top Four CSPs Expected to Exceed 60% in 2024, Says TrendForce
Published Feb.27 2024,14:03 PM (GMT+8)
TrendForce’s newest projections spotlight a 2024 landscape where demand for high-end AI servers—powered by NVIDIA, AMD, or other top-tier ASIC chips...
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