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【Market View】Server Shipments to Fall an Estimated 2.85% YoY in 2023, Says TrendForce
Published May.17 2023,16:40 PM (GMT+8)
TrendForce reveals that alongside the four major CSPs reducing their procurement volumes, OEMs like Dell and HPE have also scaled back their annual shipment volume forecasts at some point between February and April...
【Market View】DRAM and NAND Flash Prices Expected to Fall Further in 2Q23 Due to Weak Server Shipments and High Inventory Levels, Says TrendForce
Published May.09 2023,17:02 PM (GMT+8)
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand...
【Market View】SK Hynix to Expand Wuxi Fab Legacy Production Capacity, Consumer DRAM Prices Struggle to Recover, Says TrendForce
Published May.04 2023,03:37 AM (GMT+8)
Last October, the US Department of Commerce imposed semiconductor restrictions on Chinese imports of equipment for processes of 18nm and below...
【Market View】Revenue Decline of Global Top 10 IC Design Houses Expanded to Nearly 10% in 4Q22, Decline Expected to Continue into 1Q23, Says TrendForce
Published Apr.25 2023,18:17 PM (GMT+8)
The global economy has faced increased inflation risks and downstream inventory corrections in 2H22, which have affected IC design houses faster than wafer foundries...
【Market View】PMIC Issue with Server DDR5 RDIMMs Reported, Convergence of DDR5 Server DRAM Price Decline, Says TrendForce
Published Apr.24 2023,17:20 PM (GMT+8)
TrendForce reports that mass production of new server platforms—such as Intel Sapphire Rapids and AMD Genoa—is imminent...
【Market View】HBM Supply Leader SK Hynix’s Market Share to Exceed 50% in 2023 Due to Demand for AI Servers, Says TrendForce
Published Apr.18 2023,15:42 PM (GMT+8)
A strong growth in AI server shipments has driven demand for high bandwidth memory (HBM). TrendForce reports that the top three HBM suppliers in 2022 were SK hynix...
【Market View】Strict Restrictions Imposed by US CHIPS Act Will Lower Willingness of Multinational Suppliers to Invest; Chinese Semiconductor Development Will Be Limited for Next Decade, Says TrendForce
Published Apr.14 2023,10:13 AM (GMT+8)
TrendForce reports that the US Department of Commerce recently released details regarding its CHIPS and Science Act, which stipulates that beneficiaries of the act will be restricted in their investment activities...
【Market View】ASP of NAND Flash Products Will Continue to Fall 5~10% in 2Q23, Whether Prices Continue to Decline in 2H23 Will Depend on Demand, Says TrendForce
Published Mar.30 2023,14:51 PM (GMT+8)
Although NAND suppliers have continued to roll back production, there is still an oversupply of NAND Flash as demand for products such as servers...
【Market View】Decline in DRAM ASP Narrows to 10~15% in 2Q23 with No End in Sight, Says TrendForce
Published Mar.28 2023,15:30 PM (GMT+8)
TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23...
【Market View】Global NAND Flash Revenue Reports a QoQ Decline of 25% in 4Q22 as ASP Drops Further, Says TrendForce
Published Mar.17 2023,16:51 PM (GMT+8)
TrendForce’s latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22...
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