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【Market View】Supplier Pricing Clash Crashes Prices to Reduce Inventory, NAND Flash Pricing Forecast to Drop by 15~20% in 4Q22, Says TrendForce
Published Sep.26 2022,14:50 PM (GMT+8)
According to TrendForce research, NAND Flash is currently oversupplied. Buyers started focusing on destocking and greatly reducing purchases in 2H22 while sellers began offering rock-bottom prices to shore up purchase orders...
【Market View】Consumer Demand Remains Stagnant, Supply Chain Inventories Remain High, DRAM Q4 Price Drop to Expanded to 13~18%, Says TrendForce
Published Sep.22 2022,17:03 PM (GMT+8)
According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline...
【Market View】Impact of Earthquake on Production Status of Taiwan's Semiconductor and Panel Industries Limited, Says TrendForce
Published Sep.19 2022,17:24 PM (GMT+8)
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon...
【Market View】Global Top Ten IC Design House Revenue Spikes 32% in 2Q22, Ability to Destock Inventory to be Tested in 2H22, Says TrendForce
Published Sep.07 2022,14:34 PM (GMT+8)
According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$39.56 billion in 2Q22, growing 32% YoY...
【Market View】Sellers Under Heavy Inventory Pressure, 3Q22 NAND Flash Wafer Contract Price Dip Expands to 30~35%, Says TrendForce
Published Sep.01 2022,14:50 PM (GMT+8)
According to the latest TrendForce investigations, moving into the second half of 3Q22, the lack of a peak season has led to a delay in inventory destocking...
【Market View】Rising Contract Pricing Offsets Falling Demand, Total 2Q22 NAND Flash Revenue Increases 1.1% QoQ, Says TrendForce
Published Aug.31 2022,15:36 PM (GMT+8)
According to TrendForce research, NAND Flash contract pricing increased by approximately 3-8% in 2Q22 due to Kioxia’s raw material contamination incident. However, consumer demand remained sluggish, resulting in weaker bits demand in laptops, chromebooks, TVs, and smartphones and leading to a rise in client inventory levels...
【Market View】2Q22 Global Smartphone Production Only 292 Million Units, Down 6% QoQ on China’s Pandemic Policies, Says TrendForce
Published Aug.31 2022,13:43 PM (GMT+8)
According to TrendForce investigations, 2H22 smartphone production planning was quite conservative as brands gave priority to adjusting distribution channel inventory...
【Market View】DRAM Module House Revenue to Grow 7% YoY on Ascendant 2021 DRAM Pricing, Says TrendForce
Published Aug.29 2022,17:10 PM (GMT+8)
Spurred by pandemic-induced lifestyle changes in the past two years, demand for distance education grew and sales of electronic products boomed, driving the growth of DRAM module shipments...
【Market View】Server Shipment Growth and Spiking Pricing Push Total 2Q22 Enterprise SSD Revenue Growth to 31% QoQ, Says TrendForce
Published Aug.25 2022,16:14 PM (GMT+8)
According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages...
【Market View】Q3 NAND Flash Product Price Drop Deteriorates to 13~18% on Sustained Weak Demand, Says TrendForce
Published Aug.24 2022,10:23 AM (GMT+8)
As rising inflationary pressure continues to weaken the global economy, demand for various consumer applications has been downgraded since the second quarter and is expected not improve until the end of the year...
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