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【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...
【Market View】New US EDA Software Ban May Affect China's Advanced IC Design, Says TrendForce
Published Aug.16 2022,09:56 AM (GMT+8)
TrendForce provides the following data for the EDA software market...
【Market View】Sustained by Upsurge in Bit Shipments, Global 2Q22 DRAM Revenue Grows by 6.5% QoQ, Says TrendForce
Published Aug.15 2022,17:15 PM (GMT+8)
According to TrendForce investigations, 2Q22 DRAM industry revenue reached US$25.59 billion, growing 6.5% QoQ. The primary reason for 2Q22 revenue growth stemmed from an increase in bit shipments from certain DRAM suppliers...
【Market View】Bloated Inventory and Manufacturers Sacrificing Pricing for Sales, Consumer DRAM Price Decline Expands to 13~18%, Says TrendForce
Published Aug.10 2022,15:28 PM (GMT+8)
According to TrendForce investigations into the DRAM market, under pressure from ever-increasing output, Korean manufacturers have significantly increased their willingness to compromise on pricing in order to stimulate buying from distributors and customers...
【Market View】Intel Orders Delayed, TSMC Slows Three-Nanometer Expansion, Says TrendForce
Published Aug.04 2022,14:36 PM (GMT+8)
According to TrendForce research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process verification issues...
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