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【Market View】Downstream Inventory Reduction Eases DRAM Price Decline in 2Q25, Says TrendForce
Published Mar.25 2025,14:11 PM (GMT+8)
TrendForce’s latest findings reveal that U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain...
【Market View】NVIDIA GB300 To Feature Enhanced Specifications, Full Rack Shipments Expected to Gradually Scale in 3Q25, Says TrendForce
Published Mar.18 2025,16:40 PM (GMT+8)
TrendForce’s latest findings on the AI server supply chain have revealed that NVIDIA is expected to launch the GB300 chip ahead of schedule in 2Q25...
【Market View】Apple’s Year-End Production Peak and China’s Subsidy Policies Drive 9.2% QoQ Growth in 4Q24 Smartphone Production, Says TrendForce
Published Mar.11 2025,17:07 PM (GMT+8)
TrendForce reports that global smartphone production in the last quarter of 2024 reached 334.5 million units, reflecting a 9.2% QoQ increase...
【Market View】4Q24 Global Top 10 Foundries Set New Revenue Record, TSMC Leads in Advanced Process Nodes, Says TrendForce
Published Mar.10 2025,17:53 PM (GMT+8)
TrendForce’s latest research reveals that the global foundry industry exhibited a polarized trend in 4Q24. Advanced process nodes benefited from strong demand in AI servers...
【Market View】Weak Consumer Market Dampens Enterprise SSD Price Growth, 4Q24 Supplier Revenue Declines 0.5%, Says TrendForce
Published Mar.06 2025,03:26 AM (GMT+8)
TrendForce’s latest research shows that 4Q24 enterprise SSD demand remained stable compared to the previous quarter...
【Market View】U.S. to Hold Over 20% of Advanced Semiconductor Capacity by 2030, TSMC Expands Investment to US$165 Billion, Says TrendForce
Published Mar.05 2025,18:53 PM (GMT+8)
TrendForce’s latest findings reveal that TSMC has announced it’s increasing investment in U.S. advanced semiconductor manufacturing, bringing the total to US$165 billion...
【Market View】Weak Consumer Electronics Demand Drives 4Q24 NAND Flash Revenue Down 6.2% QoQ, Says TrendForce
Published Mar.03 2025,14:33 PM (GMT+8)
TrendForce’s latest research reveals that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts...
【Market View】Server DRAM and HBM Continue to Drive Growth, 4Q24 DRAM Industry Revenue Increases by 9.9% QoQ, Says TrendForce
Published Feb.27 2025,13:57 PM (GMT+8)
TrendForce’s latest research reveals that global DRAM industry revenue surpassed US$28 billion in 4Q24, marking a 9.9% QoQ increase...
【Market View】Supplier Production Cuts and AI Demand Expected to Drive NAND Flash Price Recovery in 2H25, Says TrendForce
Published Feb.17 2025,13:56 PM (GMT+8)
TrendForce's latest findings reveal that the NAND Flash market continues to be plagued by oversupply in the first quarter of 2025, leading to sustained price declines and financial strain for suppliers...
【Market View】AI Server Growth in 2025 Faces Uncertainties, DeepSeek Effect to Boost AI Inference Share, Says TrendForce
Published Feb.12 2025,14:08 PM (GMT+8)
TrendForce’s latest investigations reveal that global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs...
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